We are focused on providing customized, comprehensive, trusted and objective financial advice to families and institutions. Located in the New York Metropolitan Area, we are innovative advisers who provide access to a broad set of exceptional investment opportunities. We always put our clients' goals and needs first.
Founded as a conservative financial investment adviser, Pegasus has roots that extend as far back as 1987. Under the direction of Presidents Rodd D. Berro and John M. Sebastiano, the company has expanded its management style and focused on personal services. Berro and Sebastiano merged their complimentary knowledge and experience, which stemmed from backgrounds in banking, financial planning and money management.
Founded as a conservative financial investment adviser, Pegasus has roots that extend as far back as 1987. Under the direction of Presidents Rodd D. Berro and John M. Sebastiano, the company has expanded its management style and focused on personal services. Berro and Sebastiano merged their complimentary knowledge and experience, which stemmed from backgrounds in banking, financial planning and money management.
Services
Pegasus believes that no two clients are alike. We carefully review your personal situation, goals and objectives, to determine the proper style of investment that is appropriate. Pegasus then creates a uniquely tailored portfolio that continuously evolves as the investment environment and your financial life changes.
Through our broad range of investment services and strategies, we provide customized, objective and tactical investment advice. Integrate investment, retirement, education and estate plans into one consolidated strategy.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.Please review Important Disclosure Information.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.Please review Important Disclosure Information.
Making a difference is a daily commitment, not only in our firm, but within our communities. Mr. Sebastiano has been, and continues to hold, the position of Director of the Family Resource Network (FRN), a New Jersey 501(c)3 organization, for the past 22 years. His accreditations include implementing the first investment policies for FRN, while also managing the endowment.
As fee-based managers, we are not broker-dealers; therefore, we do not charge commissions. Financial decisions are made in the best interest of our clients. Our growth depends on how successfully we manage your portfolio. An investment in Pegasus Asset Management, Inc. is an investment in your future.
Pegasus Asset Management, Inc. ("Pegasus"), is an SEC registered investment adviser located in Montebello, New York. Pegasus and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Pegasus maintains clients.
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