Investment Construction & Managment

At Perrotto Wealth, our Investment Philosophy is built upon strategic Asset Allocation. Our unique approach to portfolio construction sets us apart in an industry populated with proprietary products and antiquated brokerage standards. We tailor investment portfolios through a core and satellite approach that provides our clients with inexpensive index exposure complemented by best-in-breed active management. How this is done, is by crafting our portfolios through Modern Portfolio Theory for sectors, then we use Dividend discount model for individual security selection. From there we keep fee's down by using ETF’s & rebalancing that considers trading costs and tax efficiency. And then finally, we use Morningstar analytics to create complete diversification. As asset allocators, we implement tactical portfolio shifts when inefficiencies in markets present appealing opportunities for our clients.  


Please note the scope of any financial planning, estate planning, tax planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. Perrotto Private Wealth does not serve as an attorney or accountant. Perrotto Private Wealth does not prepare estate-planning documents.

Investments in securities do not offer a fixed rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results.