Evaluation

  • Objectives, Constraints, and Risk & Return Expectations

  • Economic Environment: Macro & Micro

  • Client Education

Portfolio Management


Pantheon Investment Group, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Pantheon Investment Group and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pantheon Investment Group unless a client service agreement is in place.  

Key Strengths

Pantheon offers an experienced investment team providing a consistently sound investment process. Our team provides direct access, personalization, and active portfolio management to each client. Our differentiated strategy and approach has the goal of driving long-term, net-of-fee, risk-adjusted returns. Pantheon has a commitment to invest alongside our clients; a commitment to client service through immediacy and transparency in communications. 

Asset Allocation Strategy

  • Security Selection & Diversification

  • Implementation & Execution

Pantheonfunds.com  |  2019

Dynamic Monitoring

  • Investor Objectives & Capital Market Conditions

  • Portfolio Risk-Return Tradeoff

Measuring & Evaluating

  • Investor Objectives

  • Rebalancing

Firm Overview

Pantheon Investment Group, LLC was founded June 2016 in Pasadena, CA, as a fully independent investment management company. We provide separately managed accounts for institutions and private clients. Pantheon actively manages portfolios with the goal to provide solid, long-term risk-adjusted returns through our fundamental research, market perspective, and diligent investment strategy. Pantheon has a portfolio management and research team devoted to driving long-term performance, as well as a dedicated client service team. Our strong external partnerships allow us to focus on your investment strategy and implementation: Charles Schwab is Pantheon’s custodian and provides a platform with robust resources and client security.​