PagnatoKarp. The Data.¹

Fidelity. The Data.¹

WHY FIDELITY? ¹


Fidelity Family Office

  • Over $8 Trillion Total Customer Assets
  • 70 Year-Old Firm
  • Privately-Owned
  • No Client Balance Sheet Risk
  • Family Office for 5th Wealthiest Family in US, 14th in World
  • Fidelity Cybersecurity, Custody, Traders, Asset-Based Lending Facility, and Online Portal

WHY PAGNATOKARP? ¹


  • #1 Ranked Best Multi-Family Office
  • #1 Ranked Forbes Top Advisor
  • #2 Ranked Barron’s Top Advisor
  • Dedicated Family Office CPA
  • Dedicated Family Office Portfolio Manager
  • Dedicated Family Office Wealth Strategist
  • Dedicated Family Office Private Banker
  • Dedicated Family Office Concierge

POWER OF BOTH WORLDS.

  • “The greatest way to compound growth is to avoid large losses.”

    — Warren Buffet

  • “I always tried to turn every disaster into an opportunity.”

    — John D. Rockefeller

  • “Any PERSON who is a bear on the future of this country will go broke.”

    — JP Morgan

FOCUSING ON

SAFETY OF ASSETS


  • PORTFOLIO HEDGING
  • CASH FLOW SAFETY
  • CYBERSECURITY
  • CASH ON DEMAND
  • NO CLIENT BALANCE SHEET RISK

SCHEDULE YOUR VIRTUAL PORTFOLIO CHECKUP

START NOW

Portfolio Hedging. Partnered with Fidelity.

SCHEDULE A VIRTUAL MEETING

Call 703-468-2700 or Email here: