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.”
With the Pegasus team of advisors, you can:
Create an investment objective
that fits your financial situation
Explore new opportunities
using sophisticated tools and a sharpened focus
Adapt to changing economic conditions
with the discipline to stay on strategy
Review of financial assets and liabilities
Integration of investment, retirement, and estate plans into one consolidated strategy
Coordinate strategies and planning with outside advisers (legal, accounting, insurance, etc.)
Continuous advice and counsel regarding all financially significant life events
Establishment of current goals and objectives