Is PG Capital Management Group by appointment only?

Yes, PG Capital Management Group is by appointment only.

Specialties

Your Financial Success Matters to Us PG Capital is your local, registered, and independent private wealth advisory firm dedicated to working with individuals, families, and small businesses in Batavia and the greater Rochester and Buffalo areas. We strive to create strategies and solutions that would fit your personal financial goals by focusing on you and what's important to you. PG Capital is an independent, boutique-type firm that provides fee-only services. We are not selling or soliciting any financial products and have a fiduciary responsibility before our clients. We currently offer a complimentary consultation, so please feel free to reach out.

History

Established in 2020.

The idea of launching an asset management firm has been floating in Pavlo's mind since 2017 when he began working on a statistical model which later resulted in a trading algorithm. As a result, in 2020, the private fund was launched to utilize the underlying algorithm and PG Capital Management Group became an advisory firm to the private fund. Later on, the decision was made to expand the firm's reach by becoming a registered investment advisory firm. By the end of 2020, the wealth management department was officially launched. For Pavlo, who earned degrees in economics and finance from SUNY at Geneseo and always had an entrepreneurial spirit, the idea of working in the asset management field was obvious and it was just a matter of time when he would launch his own asset management firm.

Meet the Business Owner: Pavlo H.

Pavlo oversees and manages both the private fund and wealth management sides of the firm. With respect to wealth management, Pavlo serves as a strategy builder for our clients and a person who performs ongoing supervision of clients' portfolios and their performance.