Pendragon Capital Management, Inc. is an independent investment advisory firm based in Fishkill, New York, specializing in personalized wealth management services. With a strong foundation in the financial services industry, the firm is a Registered Investment Advisor (RIA) that provides unbiased, fee-based portfolio management, ensuring that its clients’ goals and best interests remain the top priority. Pendragon Capital focuses on long-term investment strategies tailored to individuals, families, and small institutions, using a disciplined, value-oriented approach rooted in extensive market research and analysis.

Their investment philosophy is centered on capital preservation and long-term growth, emphasizing diversified portfolios built with individual stocks, bonds, and exchange-traded funds (ETFs). The firm works closely with clients to understand their risk tolerance, financial objectives, and life goals, ensuring highly customized solutions. Pendragon Capital prides itself on fostering lasting relationships with clients, offering transparent communication and regular performance reviews.

Notably, Pendragon Capital Management is independent of large financial institutions, allowing for objective advice free from conflicts of interest. Their principals bring decades of experience in financial markets and maintain professional designations that underscore their commitment to fiduciary standards.

Website: http://pendragon-capital.com/

Key Services:

– Personalized investment portfolio management
– Fee-only, fiduciary financial advisory
– Individual stock and bond selection
– ETF-based diversification strategies
– Retirement and wealth planning
– Risk assessment and asset allocation analysis
– Long-term financial goal alignment
– Institutional portfolio management for small organizations
– Regular portfolio performance reviews and strategy adjustments