Fratti Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment supervisory services to private accounts, offering separately managed portfolios for individuals, high‑net‑worth clients, trusts, estates, charitable organizations, banks and small businesses. It delivers bespoke portfolio management through written advisory agreements and treats cash as an asset class within client accounts.
Its investment process is bottom‑up and fundamentals‑driven, focused primarily on U.S. exchange‑listed equities and informed by company filings, valuation, capital structure and identified investment catalysts. The firm describes a contrarian, concentrated “core” approach that is benchmark‑agnostic and seeks companies it believes have the potential to appreciate roughly 100% over a three‑to‑five‑year horizon.
Notable distinctions include its recent formation as an employee‑owned, single‑portfolio manager firm whose principal is a CFA charterholder, and an explicit emphasis on small‑ and micro‑cap securities and concentrated positions that can lead to greater divergence from market benchmarks. The firm also does not accept proxy‑voting authority for client securities and documents formal policies on trade allocation, personal trading and conflict oversight.
Client services
Expertise
Fee options
$0 - $5 million: 1.0% $5 million - $25 million: 0.75% $25 million - $200 million: 0.50% $200 million - $300 million: 0.375% $300 million+: 0.25%
Account minimum: $10,000
Main office
State College PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Fratti Investment Management · Fratti Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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