Pichardo Asset Management

Our ethical fiduciary culture forms the bedrock of our client relationship

We are proud of our independent fiduciary approach to Portfolio Management that always puts our clients first.

We do not engage in proprietary trading.

All of our employees strictly adhere to PAM’s Code of Ethics. PAM claims compliance with the CFA Institute Asset Manager Code of Professional Conduct (this claim has not been verified by CFA Institute).

PAM also has ample experience in reporting to board of directors, clients and regulatory entities. We publish monthly, quarterly, semiannual and annual reports.

PAM’s proprietary enterprise resource planning area generates analytical and performance matrixes to assess and monitor the performance of the investments as a feedback step to rebalance the portfolio.