About Prato Capital
A: assured reliance on the character, ability, strength, or truth of someone or something
B: one in which confidence is placed
Prato Capital Management is a Westchester-based wealth management firm offering quality investment advice and financial life plans to all interested in retiring early.
WHY PRATO CAPITAL
Complete Investment Solutions
Independent and without constraints
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 the leader in innovative ideas and investment solutions, blending cutting edge technology with sophisticated investment advice.
BOUTIQUE CLIENT SERVICE APPROACH
We treat you like family because you are family
This is not just a tag line. We believe each client is a member of our family. While customer service has been supplanted by technology and social media sound bites, we work together in a team-based approach to be the person on the other end of the line. At Prato Capital our clients feel like they are part of our family because they are. The client experience at Prato Capital is second to none and we are proud to maintain some of the highest client retention rates in the industry. We pride ourselves on service.
We always act in the client’s best interest
Prato Capital is a Registered Investment Advisor (RIA). We serve as fiduciaries requiring us to place our clients’ interests first…Always. We disclose all fees, investment costs, and potential conflicts of interest. You deserve this and we wouldn’t have it any other way. It is our pleasure to be your partner in this journey called life.
"Life is creation – self and circumstances, the raw material."