The Presidio Group is a team of passionate investment specialists dedicated to developing  financial strategies that consistently help generate long-term results for clients.

Our teams develop client-centric strategies. By leveraging collective knowledge and real world experience, these teams propose innovative ideas. Our success comes from understanding our clients’ financial situations and adopting their goals as our own. We become long-term partners overseeing and guiding our clients’ investment success.

We have maintained steady growth since our launch in 1997 and today we advise on over $4.5 billion in assets and have earned the trust of more than 150 clients. We focus on targeted industries, including tech-enabled services, financial services, and health and wellness – areas where our team has extensive investment and operating experience.