A complete list of active advisors currently associated with Pento Portfolio Strategies, LLC

Warmer can help you find a great advisor at Pento Portfolio Strategies, LLC or one who fits your needs even better.

Pento Portfolio Strategies serves individuals, high‑net‑worth clients, corporations and other advisors, offering ongoing portfolio management, financial planning, and a suite of tax and accounting services in addition to subadvisory and participant account management. The firm provides both actively managed strategies and more income‑oriented allocations and makes model strategies available through third‑party platforms. The firm’s flagship approach is its Inflation/Deflation and Economic Cycle (IDEC) model, which uses roughly twenty macroeconomic, monetary, and market indicators alongside charting, fundamental, technical and cyclical analysis to adjust allocations across sectors and asset classes; a separate Global Yield strategy provides a more income‑focused option. Pento also uses third‑party platforms to manage held‑away retirement accounts with limited discretionary authority and participates in signal investing arrangements to deliver model strategies to platform clients. Noteworthy differences from many peers include the offering of a subscription podcast and regular client communications (including a weekly touch‑base and a paid trade‑alert service for certain international clients), services that resemble periodicals and are uncommon among supported firms. The firm also provides integrated tax, bookkeeping and accounting services that are atypical for its peer group, and it reports a relatively large client base per advisor (874 clients and two advisors) with the firm’s reported assets shown primarily as non‑discretionary on its Form ADV despite offering actively managed models via platforms.

To learn more about the advisors currently working at Pento Portfolio Strategies, 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.