A complete list of active advisors currently associated with Pegasus Investment Management LLC
Warmer can help you find a great advisor at Pegasus Investment Management LLC or one who fits your needs even better.
Pegasus Investment Management provides portfolio management and advisory services under a percentage-of-assets fee model common among independent advisers. The firm’s brochure indicates it concentrates on high-net-worth and similar client types rather than general non‑HNW retail clients. The firm reports that most assets are managed on a non‑discretionary basis, so clients typically retain final trading authority and are involved in investment decisions. Its disclosures also note that borrowing (use of margin or leverage) is permitted in separately managed accounts, and this feature is included in the firm’s discussion of investment procedures and risks. The brochure includes a disclosure of reportable disciplinary information (Item 9), a feature that is uncommon among peers and may be of interest to prospective clients reviewing the firm’s history. Operating with a modest asset base and a limited number of client relationships, the firm presents a focused, consultative model of account service.
To learn more about the advisors currently working at Pegasus Investment Management LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Bainbridge Island, WA
| 25
|
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