Joseph M. Presti Investments

The firm is a fee‑based, state‑registered independent adviser that provides discretionary and non‑discretionary portfolio management to individuals, high‑net‑worth clients, trusts and institutions. As of December 31, 2025 it managed roughly $3.0 million in discretionary assets for six clients and generally requires new accounts of at least $100,000 while charging asset‑based advisory fees.

The Advisor emphasizes value and business‑perspective investing in common equities, using proprietary quantitative screens to assemble an investable universe that is then analyzed with fundamental, qualitative research; the strategy targets multi‑year holding periods and occasionally pursues special situations such as spin‑offs or liquidations. The Advisor typically assumes discretionary authority, constructs concentrated, long‑term oriented portfolios, prefers to hold cash for optionality when attractive opportunities are limited, and does not engage in routine short‑term trading, margin, or short selling without explicit client instruction.

Notable differences from many peers include the very small scale and hands‑on setup: a sole practitioner maintains a proprietary database and screening process and discloses personal ownership of securities recommended to clients with documented procedures to manage those conflicts. The firm also applies specific client‑level constraints — it generally will not manage more than 25% of a client’s investable assets, leaves proxy voting to clients, and has implemented a formal “Final Review” process when terminating account management.