Pelion Group
Pelion Group is a New York-based firm dedicated to providing customized investment portfolio solutions for individuals, trusts, corporations, and retirement plans. With a focus on tailoring strategies to each client's unique situation, the firm emphasizes a personalized approach rather than relying on generic portfolio models.
Committed to maximizing net portfolio performance, Pelion Group prioritizes efficient tax management and regularly adjusts investments to enhance returns. The firm operates independently of any investment product managers, ensuring that portfolios are constructed from a diverse selection of top-tier hedge funds, mutual funds, ETFs, and individual securities based on objective research.
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