Persico Asset Management

Overview

Persico Asset Management is a small independent RIA operating as a limited liability company and positioned as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based work. Investment activity centers on pooled public funds as the backbone of client portfolios, with a material portion of assets placed in third-party mutual funds. The firm identifies as an active ESG investor, incorporating environmental, social and governance factors into manager selection and portfolio construction where appropriate. As a capital allocator, Persico Asset Management supplements public-fund exposures with targeted allocations to alternative asset classes to broaden diversification and capture non-correlated return streams.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices