Pendragon Capital’s mission is to preserve and grow our clients’ wealth through prudent, independent, and intelligent investment management & financial planning.
Are you tired of not getting the investment management advice you deserve?
Do you wish you could build an investment portfolio that truly reflects your goals, needs, and concerns?
Are you looking for a financial advisor who wants to determine what’s right for you rather than what matters to the firm?
Do you want to integrate your investments with your long-term financial plan and asset allocation?
Are you looking for advice from seasoned thought-leading investment advisors?
The speculators’ deadly enemies are: Ignorance, greed, fear and hope. All the statute books in the world and all the rules of all the Exchanges on earth cannot eliminate these from the human animal.”
Edwin Lefevre
Pendragon Capital Management is committed to meeting and exceeding the needs of investors like you:
- Personal, professional, and individualized interactions with your Pendragon Capital portfolio manager and financial planner
- Access to specialized portfolios including the Climate Impact Portfolio for sustainable investing
- Better, deeper research based on your goals and our experience and expertise
As fiduciaries, we always put our clients first.
Trust is at the heart of the Pendragon Capital Management mission to preserve and grow your and your family’s wealth into the future.
Let us help you with your financial needs.
Schedule a complimentary investment management assessment with Ian Green.