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. “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
Our services:
Review of financial assets and liabilities
Integration of investment, retirement, and estate plans into one consolidated strategy
Remain available to help coordinate strategies and planning with outside advisers (legal, accounting, insurance, etc.)
Available advice and counsel regarding financially significant life events
Establishment of current goals and objectives
Please Note: Limitations. The scope of the services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Pegasus Asset Management, Inc. does not serve as an attorney, accountant, or insurance agent. Pegasus Asset Management, Inc. does not prepare legal documents or tax returns, nor does it sell insurance products.
