Publications

- April 1, 2015: Vol. 2, Number 4

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Quite Contrary: Using an endowment-style core investment model, The Presidio Group has a unique three-pronged strategy.

by Ben Johnson

1   While the name Presidio may be best known as a major former military installation situated in the idyllic shadow of San Francisco’s Golden Gate Bridge, The Presidio Group has become a major presence in the investment advisory world as a personal and corporate financial services firm serving individual and institutional clients at all stages of the wealth lifecycle. Founded in downtown San Francisco in 1997 by Brodie Cobb and Jeff Zlot as an independent boutique adviser to privately owned companies, Presidio launched its wealth advisory business in 2000 with $60 million in assets under management. Today, The Presidio Group has grown into an influential firm consistently ranked atop national lists of RIA firms. Led by CEO Karl Schade, it includes 60 professionals and spans three distinct divisions. Its largest division is in wealth advisory, overseeing some $4.5 billion in assets, geared to a core client with investable net worth of greater th

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