A complete list of active advisors currently associated with Praestantia Capital, LLC

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

Praestantia Capital provides discretionary portfolio management and related advisory services primarily to high net worth individuals and to families, family offices, trusts, pension and corporate clients. The firm constructs individualized portfolios that may include individual equities and bonds, ETFs, options, REITs and alternative investments and monitors and rebalances accounts on an ongoing basis. The firm’s investment process blends fundamental, technical, quantitative and qualitative analysis and employs a range of asset-allocation approaches (strategic, tactical, dynamic and core-satellite) along with duration management and both long- and short-term trading. The brochure discloses that the firm may use margin and options in client accounts and bills advisory fees on securities purchased on margin; it also now offers performance-based fee arrangements for select Qualified Clients subject to high‑water‑mark provisions. Distinctive aspects noted in the brochure include a small client base and scale—roughly $7.4 million in discretionary assets across a limited number of accounts—combined with custodial relationships with Charles Schwab and Interactive Brokers that support global trading and, per the firm’s disclosures, the capability to serve non‑U.S. investors. The combination of a compact practice, the recent adoption of performance fees for Qualified Clients, and routine use of borrowing in managed accounts are features that distinguish Praestantia Capital from many peers.

To learn more about the advisors currently working at Praestantia 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.