PRESERVATION CAPITAL GROUP

Overview

Preservation Capital Group is a fee-based wealth manager that concentrates on portfolio management for both individual and family clients as well as institutional or business clients. The firm runs a discretionary strategy across client accounts, with a stated preference for equity exposure as the primary risk asset. Investment activity centers on separately managed accounts and exchange-traded instruments for public market implementation, and the firm appears to use external managers or funds when accessing non-traditional exposures. Preservation Capital Group does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm’s advisory offering is structured around a percentage-of-assets fee model and targets capital preservation and income generation balanced with growth—hence the emphasis on equities complemented by credit and alternative exposures. Advisory services explicitly include portfolio management for individuals/small businesses and for businesses or institutions, which suggests the team serves both high-net-worth households and institutional balance-sheet mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices