Located in the New York Metropolitan Area, we are innovative advisers who provide access to a broad set of exceptional investment opportunities. We always put our clients’ goals and needs first. Founded as a conservative financial investment adviser, Pegasus has roots that extend back to 1987. Under the direction of Presidents Rodd D. Berro and John M. Sebastiano, the company has updated its management style to focus on personal service.
Berro and Sebastiano merge their complimentary knowledge and experience, which stemmed from backgrounds in banking, financial planning and money management to create a truly unique investment advisory firm.
“Our goal was to build relationships that would provide our clients with the highest level of trust and peace of mind,” says Rodd D. Berro, Co-President of Pegasus Asset Management, Inc. “And we did. We have clients today that have been with us since the beginning.”
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With the Pegasus team of advisors, you can:
![mapping out financial plan](https://www.pegasusassetmgt.com/wp-content/uploads/2021/09/mapping-out-financial-plan.png)
Create an
investment objective
that fits your
financial situation
![Explore new opportunities_](https://www.pegasusassetmgt.com/wp-content/uploads/2021/09/Explore-new-opportunities_.png)
Explore new opportunities
using sophisticated tools and a sharpened focus
![Discipline to stay on strategy](https://www.pegasusassetmgt.com/wp-content/uploads/2021/09/Discipline-to-stay-on-strategy.png)
Adapt to changing economic conditions
with the discipline to stay on strategy
Our services:
![review financial docs](https://www.pegasusassetmgt.com/wp-content/uploads/2021/09/review-financial-docs.png)
Review of financial assets and liabilities
![integration strategy icon](https://www.pegasusassetmgt.com/wp-content/uploads/2021/09/integration-strategy-icon.png)
Integration of investment, retirement, and estate plans into one consolidated strategy
![coordination icon](https://www.pegasusassetmgt.com/wp-content/uploads/2021/09/coordination-icon.png)
Coordinate strategies and planning with outside advisers (legal, accounting, insurance, etc.)
![continus advice icon](https://www.pegasusassetmgt.com/wp-content/uploads/2021/09/continus-advice-icon.png)
Continuous advice and counsel regarding all financially significant life events
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Establishment of current goals and objectives
![parallax background](https://www.pegasusassetmgt.com/wp-content/uploads/2021/10/ny-stock-exchange-panorama.png)