PJ Scavuzzo, Inc.

Overview

PJ Scavuzzo, Inc. is a small, client-focused advisory corporation that manages concentrated equity-oriented portfolios for individuals and families. The firm charges a percentage-of-AUM fee and provides portfolio management services aimed at individual and small-business clients. Its stated investment preference is equities, with a notable tilt to exchange-traded instruments, and it does not position itself as an active ESG investor. Portfolios appear to be run on a discretionary basis, letting the advisor implement tactical and strategic equity exposure without seeking client-by-client approval for trades. Investment activity centers on liquid public markets for core exposure, supplemented with third-party alternative managers. The advisor uses mutual funds and corporate debt to build out fixed-income or income-generating sleeves and allocates to external hedge funds for non-correlated or return-enhancing strategies. That mix suggests a pragmatic approach: equities for growth, mutual funds/corporate debt for yield and balance, and hedge funds to diversify risk or pursue alpha.

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