Shawn Tesoro's Contact Details

Shawn Tesoro's Company Details

Knightbridge Capital

N/A, N/A, N/A • 5 - 9 Employees
Financial Services

Knightbridge Capital (KBC) engages in investment advisory activities to support wealth management advisors in the delivery of highly adaptive portfolio solutions optimized for risk-tolerance. Though KBC's network of resources and understanding of the financial planning and wealth management client relationship we are able to design disciplined portfolios flexible enough to accommodate life's changing landscape. Our investment knowledge can be delivered to clients through the following deliverables: - KBC Allocation Optimization Portfolios - KBC Equity Hybrid Portfolios - KBC Equity Portfolios Each of KBC's strategies can be customized to fit client needs including but not limited to, concentrated stock position, special tax considerations or equity neutralization strategies. Advisors and Clients invested in KBCs specialized portfolio solutions will enjoy unprecedented access to their personal investment management team, including the portfolio manager and Chief Investment Officer. This level of expertise coupled with our unparalleled access provides clients a world-class experience generally reserved for only the ultra wealthy. By providing advisors the ability to deliver highly customizable solutions with access to the portfolio management team transparently and in a cost effective fashion, we will elevate the wealth management experience. Knightbridge Capital is an investment management option available through Prentice Wealth Management, LLC, an SEC Registered Investment Adviser. Securities offered through Cadaret, Grant & Co., Inc. member FINRA/SIPC. Advisory services offered through Prentice Wealth Management, LLC. Prentice Wealth Management and Cadaret, Grant & Co., Inc. are separate entities.