Joseph M. Presti Investments

Overview

Joseph M. Presti Investments is a sole‑proprietorship advisory practice focused on portfolio management for individuals and small businesses. The firm is owned and operated by Joseph M. Presti and charges clients a percentage‑of‑AUM advisory fee. Investment activity centers on publicly traded equities, deployed through separately managed accounts and exchange‑traded vehicles, while the firm also allocates to a small set of alternative strategies. The practice is not an ESG‑focused manager and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices