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How does PEGASUS INVESTMENT MANAGEMENT LLC help clients – Key Takeaways:
PEGASUS INVESTMENT MANAGEMENT LLC is a top-rated financial management firm that provides expert advice and guidance to clients seeking to grow and protect their wealth. With a team of experienced professionals and a customer-centric approach, the firm is dedicated to helping clients achieve their financial goals.
- Expert financial management and advice
- Customer-centric approach focused on client needs
- Diverse range of financial services offered
- Transparency and professionalism
Facts and Insights
PEGASUS INVESTMENT MANAGEMENT LLC was founded in 2005 and has been serving clients for over 15 years. The firm has a strong track record of success and has received numerous awards for its exceptional financial services. As of 2021, the firm manages over $3 billion in assets for clients across the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $3 billion+ | 20+ |
Financial Services Offered
PEGASUS INVESTMENT MANAGEMENT LLC offers a comprehensive range of financial services to cater to the diverse needs of its clients. Some of the services offered include:
- Investment management
- Financial planning
- Tax planning
- Estate planning
Client Types
The firm works with a diverse range of clients, including high-net-worth individuals, families, and institutions. This enables PEGASUS INVESTMENT MANAGEMENT LLC to cater to the unique needs and goals of each client, providing customized and personalized solutions.
Fees & Compensation
PEGASUS INVESTMENT MANAGEMENT LLC operates on a fee-based model, where the firm charges a percentage of the assets under management as its fees. This ensures that the firm’s interests are aligned with its clients and encourages transparency in its services.
Background
PEGASUS INVESTMENT MANAGEMENT LLC was founded by a team of experienced and highly qualified financial professionals who shared a common vision and passion for wealth management. With years of industry experience, the firm’s leadership brings a wealth of expertise, knowledge, and insights to the table, making it a trusted partner for clients seeking financial guidance.
Financial Advisor Disclosures to Know
PEGASUS INVESTMENT MANAGEMENT LLC has a strict code of ethics and a fiduciary responsibility towards its clients. This means that the firm is legally obligated to act in the best interests of its clients, making it a trustworthy and reliable financial advisor for individuals and institutions alike.