A complete list of active advisors currently associated with Pegasus Asset Management Inc

Warmer can help you find a great advisor at Pegasus Asset Management Inc or one who fits your needs even better.

Pegasus Asset Management, Inc. provides discretionary investment advisory and portfolio management services to individuals, high‑net‑worth clients, trusts, estates, pension and profit‑sharing plans, business entities, and, less commonly, other investment advisers. It offers ongoing account supervision and investment implementation under written Investment Advisory Agreements and, in some cases, acts as a sub‑advisor under separate sub‑advisory contracts. The firm develops personalized investment objectives with each client, allocates assets across individual equities, fixed income, mutual funds and ETFs, and provides ongoing monitoring and periodic rebalancing. Pegasus may employ covered‑call option strategies for income or hedging, treats cash as an asset class for defensive positioning, and uses defined asset‑allocation models that are monitored and adjusted under documented procedures. A distinctive feature of Pegasus is its co‑ownership of and affiliation with Pegasus Group, LLC, and its role providing sub‑advisory services to that affiliated adviser and to other investment adviser clients—a relationship the brochure highlights as less common among peers. The brochure notes that these sub‑advisory arrangements can shape who maintains the primary client relationship and may limit Pegasus’s ability to negotiate execution or clearing arrangements, which can affect transaction execution and custodial arrangements.

To learn more about the advisors currently working at Pegasus Asset Management Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.