STEVE PILATO CONSULT

A Strategic Future

“Our task is focusing on the fundamental qualities of a business. That simple.” Paul Zisman

Professionalism

This represents our belief on the exercise of due care and skills in our judgement, and conformity to highest technical standards.

Intergrity

We hold our integrity as sacred. We uphold: accountability, ethics, transparency and zero tolerance for regulatory risks.

Customer Centric

What we do for you

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Project Financing

We assit our clients in providing finaning either in the form of equity, debt, recourse or Non – recourse. We have streamlined the process that makes it effective and high efficient . It is a win- win situation for us and our esteemed clients.

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Expert Wealth Management advice

Wealth management is the most advanced form of investment advisor services. At SPC, our wealth advisory team typically creates a specially tailored investment strategy and plan for our clients to help them manage their assets.

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Crisis Management

Our crisis management team helps our clients prepare, predict what’s ahead, identify gaps and navigate crises with objectivity, purpose and clarity, that can help your business successfully plan for and manage crises.

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Market Analysis

Our Market research team assist our clients gather and analyze data on behalf of their customers, competitors, distributors, and other actors and forces in the marketplace. This in turn helps in providing ample date for a strategic plan to boost productivty at all levels.

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Due Dilligence

Due diligence examines details of a transaction on behalf of our clients to make sure it’s legal, and to fully apprise both the buyer and seller of as many facts in the deal as possible in the area of sales of securities, IPOs, private equity funding, and real estate, mergers and acquisitions (M&A).

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Fund Selection & Asset Allocation

Our portfolio managers determines the mix of assets held in a portfolio, while security selection is the process of identifying individual securities. With the aims to build a portfolio of non-correlating assets together based on risk and return, minimizing portfolio risk while maximizing returns.

About Us

For nearly three decades, steven Pilato Consult’s success has been driven by our ability to thoughtfully evolve to meet our clients’ changing needs amid dynamic market conditions. Our client services include investment banking, asset management, wealth planning, equity research, and institutional sales and trading.

Our Industries

Fiduciary Standard

Steve Pilato Consult is a fiduciary and we do not take that responsibility lightly. We are legally required to act in your best interest. More importantly, we want to act in your best interest! We are dedicated to reaching your financial goals and we respect your values, and act accordingly.

Strategic Partners

Our strategic partnerships allow us to offer you an integrated service solution supported by experienced advisors, user-friendly financial planning technologies and quality investment vehicles and insurance products.

Investment Banking

Steven Pilato Consult investment banking group enables corporations, financial sponsors, and owner/entrepreneurs around the world to achieve their growth, liquidity, and financing objectives.

Wealth Management

We also offer Financial Planning as a stand-alone service to help clients answer specific questions. This service is flexible and tailored around the needs of the client.