Individuals

Pendulum was created to offer our target clientele, which are high net-worth individuals, family offices and institutional capital, an alternative portfolio allocation in what we believe are high-yielding securities. Our typical investments include mortgage REITs, BDCs (Business Development Companies) and certain preferred stock. We aim to make high-conviction, long-term investments in what we believe are misallocated and underappreciated securities to strive to earn our clientele high rates of return.

Who We Serve Our Plans & Services | Pendulum Asset Management
Who We Serve Our Plans & Services | Pendulum Asset Management

Institutions

We also provide services for institutional capital, including but not limited to family offices, HOAs and alternative investment firms. Our income-focused strategies strive to achieve both sufficient income and total return.

 

 


Ready to get started?

Contact us for further information