Pendragon Capital Management, Inc. Information

Pendragon Capital’s mission is to preserve and grow our clients’ wealth through prudent, independent, and intelligent investment management. Founded in 1996, Pendragon Capital is a privately owned, independent investment firm. Our portfolio managers honed their skills at large firms, but their commitment to personal, professional service inspired them to build Pendragon as a boutique wealth-management firm. At Pendragon, you’ll deal directly with your portfolio manager. The advice you receive from us is clear, thoughtful, and individualized to meet your specific needs and goals. Together, Pendragon and its clients seek long-term investment solutions using internally managed portfolios as the foundation, and, depending on the client’s needs, external managers to complete the strategy. We seek to be as comprehensive as possible working with your tax and legal advisors to create a rich platform for wealth preservation and growth.