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Perrotto Private Wealth was established to provide independent advice and investment management services to a wide range of institutional clients including foundations, endowments and pension plans. Every investment plan is established to fulfill a unique liability or need of an organization’s mission. We combine market wisdom, technological savvy, personalized planning and structured advice to help clients achieve their specific goals. We operate completely independent of any relationships with brokers, dealers, investment managers or banks. This independence allows us to offer unbiased views in our aim to do what’s best for each individual client and fund.

Our primary focus is to offer the highest quality service possible to clients by focusing on what we can control. We believe that successful long-term investing involves the use of a straightforward, uncomplicated approach. We believe long-term performance is important, but we also recognize the need to manage risk within the context of meeting an organization’s goals, objectives and future spending needs. Thus we create portfolios that are easy to understand, operationally efficient, low-cost, transparent and liquid.


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