We prudently manage customized investment portfolios for substantial investors. Our guidance benefits individuals, families and charitable foundations. To maintain our exceptional client service, we welcome relationships with a minimum of $2 million in investable assets.
Penta Investment Counsel builds long-term relationships with its clients, providing a disciplined, long-term investment approach. We structure portfolios appropriate for each of our distinctive, exclusive clients and place a strong emphasis on minimizing taxes for our clients.
We base client relationships upon integrity, trust, careful listening and highly personalized service. As a fee-only investment advisory firm, we do not charge or receive commissions. Our lone allegiance is to our clients - their needs and their goals.
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