|Description||Private Investment Firm|
The Presidio Group is one of the nationâ€™s premier providers of conflict-free investment consulting services.
As a boutique with over $4 billion in assets under advisement, Presidio offers an uncommon approach to investment consulting, combining the discipline of an institutional consultant and the nimbleness of a boutique. The resulting product efficiently balances risk and return to meet each clientâ€™s goals.
Our team of seasoned professionals works with active wealth builders, whether entrepreneurs, executives, or investors. We emphasize transparency of process, advice, and total costs to clients. This stems from the fiduciary responsibility we have to our clients, and is in stark contrast to the conventional Wall Street paradigm.