Arlington, VA Office
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Praetorian Guard, A Division Of Praetorian Wealth Management,Inc
Team
Firm-wide stats for Praetorian Guard, A Division Of Praetorian Wealth Management,Inc
About
Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts and charitable organizations. The firm manages roughly $598.7 million across several hundred client relationships and serves both non‑HNW and high‑net‑worth clients.
Investment decisions are driven by fundamental and cyclical analysis applied across equities, fixed income and cash, and portfolios are managed in accordance with each client’s stated objectives and written restrictions using a combination of in‑house and third‑party research. The firm also monitors and implements asset‑allocation and rebalancing for held‑away employer retirement accounts via an order‑management platform (Pontera) and integrates ongoing financial planning into its advisory work.
What distinguishes the firm is its advisory team composition and operational practices: multiple advisors have prior military careers and hold advanced degrees and CFP designations, and the firm centralizes supervision and periodic account review processes. Praetorian Guard also provides less common services for a firm of its size, including serving as trustee in specified circumstances while requiring independent custody and an annual, unannounced CPA inspection of those trust accounts.
Based on Praetorian Guard, A Division Of Praetorian Wealth Management,Inc
Expertise
Based on Praetorian Guard, A Division Of Praetorian Wealth Management,Inc
Occupation focus
Based on Praetorian Guard, A Division Of Praetorian Wealth Management,Inc
Location
Arlington VA
Advisors at this office
1
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