Creating an Investment Portfolio with Pendragon Capital Management
“Diversify Your Investments.”
Sir John Templeton
The creation of an investment portfolio begins with its clients and a detailed discussion of:
- Financial Goals
- Risk Tolerance
- Liquidity Needs
- Investment Horizon
- Overall Financial and Tax Picture
Given an understanding of the above, Pendragon constructs a customized portfolio for its clients that reflect these attributes. In building the portfolio, Pendragon employs a combination of strategies and tactics.
Here are the managed portfolios currently available:
Equity Strategies for Wealth Management
These Equity Strategy accounts seek opportunities in large, mid, and small cap companies with a modern value approach.
Fixed Income Strategies Investment Portfolios
Our Fixed Income portfolios are structured as bond ladders in either taxable or tax-exempt securities, depending on the client’s tax bracket.
Balanced Strategy for Managing Wealth
The Balanced Strategy uses ETFs and Index Funds to create a dynamic, opportunistic asset allocation portfolio that includes exposure to US and non-US markets. The accounts maintain a minimum of 20% in Fixed Income.
Bank Investor Portfolio
The Bank Investor Portfolio looks for opportunities in the community banking space and other financial services companies.
Pendragon Climate Impact Investment Portfolio
The Climate Impact Portfolio is designed to generate returns from investing in companies that are working to solve the planet’s climate and environmental challenges.
If you’d like to learn more about Pendragon Capital Management’s investment portfolios, be sure to contact us. We look forward to answering your questions.