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.