FINANCIAL PLANNING

WEALTH MANAGEMENT

SUSTAINABLE INVESTING

INDEPENDENT

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We offer customized, non-proprietary solutions solely in our Clients’ best interest.

FEE-ONLY

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Unlike many advisers, we never accept sales commissions; instead, we charge a reasonable fee.

COMPREHENSIVE

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It’s more than just investing successfully. We understand the big picture.

 

WHY PRATO CAPITAL?

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Prato Capital Management understands that no two clients are alike.

By providing a complete investment solution for individuals, families and small to mid-size businesses, Prato Capital Management helps our clients achieve their financial goals with detailed financial planning and customizable portfolio construction. In the rapidly changing investment advisory industry, it is the focus of Prato Capital Management to be always be a leader in innovative ideas and performance, blending cutting edge technology with sophisticated investment advice.

 

LATEST NEWSLETTERS

A Balanced Diversified Portfolio?

February 2019

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Market Predictions for the New Year

January 2020

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End of the Year Newsletter from CEO

December 2019

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UPCOMING EVENTS