Pendragon Capital Management

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.