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. We pride ourselves on service.

CLIENT-FIRST STRUCTURE

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.