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FIRM OVERVIEW |
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Ian Green
Ian Green’s experience in finance and investments spans over 20 years. Before becoming a professional money manager and founding Pendragon Capital Management in 1996, he was a Senior Treasury Officer for Citicorp’s Interest Rate Risk Management Group and before that a Senior Accountant with KPMG. He received a Master’s degree in Business Administration from Columbia University in finance and capital markets, and a BS degree in accounting from Marist College. Ian is a CPA (retired) in New York and an NASD (FINRA) Registered Representative, Securities Principal, Options Principal, Municipal Securities Principal and a Registered Investment Advisor.
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Having a professional portfolio manager working directly for you has many advantages. The ability to customize your portfolio by a professional and have that expert monitor, maintain and adjust its holdings is a powerful investment tool for achieving an individualized risk-return and tax efficient framework for your portfolio. Separately Managed Accounts are unique alternatives to mutual funds, where every investor is treated the same.
Pendragon Capital’s clients have the choice of investing in a purely customized portfolio or in one or more of Pendragon’s Specific Objective Portfolios where customization is done within an established investment objective.
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SEPARATELY MANAGED ACCOUNTS |
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Designed to meet specific goals and risk tolerances of the individual investor while achieving tax efficient returns.
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Core Value Portfolio
Investments are selected by following the principles of Graham & Dodd. The portfolio invests in low P/E, low P/B securities, “growth at the right price” securities, and shareholder friendly companies.
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Dividends Plus Portfolio
The portfolio is designed to generate tax advantaged income by investing in higher dividend paying stocks and stocks that have the potential to increase their dividends. To enhance income, the portfolio uses covered call writing. |
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ETF Sector and International Portfolio
Using Exchange Trading Funds, the portfolio is a diversified way to invest in sectors of the market that we believe will outperform. The strategy includes investments in foreign countries that we believe will outperform. |
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The Intermediate Taxable Bond Portfolio selects individual corporate bond issues with staggered maturities from one to ten years. The structure provides flexibility, liquidity and some protection against rising rates through reinvestment of the bonds that mature each year. |
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The Intermediate Municipal Bond Portfolio is structured like the Taxable Portfolio but invests in tax-exempt bonds issued by state and local jurisdictions. This account is best suited for non-retirement accounts of individuals in high tax brackets. |
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