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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ember summitEagle fusion
- Established Date
- 11-04-2011
- Office Locations
- 1
Office Locations
About Pento Portfolio Strategies, LLC
Pento Portfolio Strategies (PPS) is a Naples, FL registered investment adviser founded by Michael Pento that runs actively managed model portfolios and managed accounts using a proprietary 20-component macroeconomic model to shift exposure across inflation/deflation and economic cycles, including long/short positioning. Portfolios are primarily ETF-based (Schwab-custodied) and the firm also provides tax and accounting services, with direct access to the founder and team.
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Owner & Executives
MICHAEL GERARD PENTO
Investment Advisor, Managing Member
- CRD
- #2444402
- Ownership
- 75% or more
JUSTINE C COLEMAN
Chief Compliance Officer, Investment Advisor
- CRD
- #6202329
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $237,261,430 | $271,466 |
| Non-Discretionary | $0 | -- |
| Total | $237,261,430 | $271,466 |
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Separately Managed Accounts
Total SMA Asset: $237,261,430
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,380,365,066 | 45.6% |
| Cash | $2,839,733,764 | 54.4% |
| Total | $5,220,098,830 | 100.0% |