A complete list of active advisors currently associated with Perfetta Capital, LLC
Warmer can help you find a great advisor at Perfetta Capital, LLC or one who fits your needs even better.
Perfetta Capital is a state-registered independent investment adviser that serves individual and high‑net‑worth clients and also accepts company-sponsored pension and profit‑sharing plan clients. The firm provides discretionary portfolio management, written investment strategies, and retirement‑plan consulting services including plan design, investment lineup selection and monitoring, participant education, benchmarking, and co‑fiduciary support. The firm’s investment approach is tailored to each client’s objectives, time horizon, and risk tolerance and may employ asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading as appropriate. Accounts are typically managed on a discretionary basis, clients may impose written investment restrictions, and accounts are reviewed at least quarterly with reporting provided to clients and custodians. What is distinctive about this single‑adviser practice is its combination of retail asset management with formal pension consulting and plan‑sponsor services—an offering that is relatively uncommon among peers. The principal also maintains an active insurance license and may offer commissionable insurance products (a disclosed potential conflict), and the firm conducts ongoing due diligence of third‑party service providers, including those that use artificial intelligence components.
To learn more about the advisors currently working at Perfetta Capital, 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 |
|---|---|---|
Atlanta, GA
| 16
|
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