Cathy Pareto & Associates, Inc.
Cathy Pareto & Associates, Inc., now operating as Azzendo Wealth Advisors, is a boutique, fee-only investment adviser and financial planning firm based in Coral Gables, Florida. Founded in 2007 by Cathy Pareto, MBA, CFP®, the firm serves affluent individuals, families, and clients throughout Florida, as well as select clients in other states and countries. Recognized by Forbes and Worth Magazine among the top wealth managers for women, the firm offers comprehensive wealth management, retirement and education planning, estate coordination, and asset protection. Cathy Pareto & Associates, Inc. employs more than 10 professionals dedicated to client-centered, fiduciary financial advice.
Investment Strategy
The firm provides objective, fee-only investment management with a 'buy and monitor' approach, focusing on strategic global asset allocation tailored to individual client risk profiles and objectives. Portfolios are built using institutional mutual funds, index funds, ETFs, alternative investments, individual stocks, and bonds. The strategy emphasizes diversification, long-term growth, and periodic rebalancing to maintain target allocations. Investments are selected for transparency, low costs, liquidity, and ongoing suitability to client goals. As a fiduciary, the firm always acts in the client's best interest with no commissions or proprietary product sales. Custody is primarily with Charles Schwab & Co., Inc.
Top Holdings
Equity Positions (88)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 6.72% | $8.9M | 34,963 | $248.05 | $254.63 | +$1.6M |
C COWZ | PACER FDS TR | 5.37% | $7.1M | 123,923 | $56.47 | $57.47 | -$191.6K |
J JPST | J P MORGAN EXCHANGE TRADED F | 4.53% | $6.0M | 118,416 | $50.50 | $50.73 | -$266.2K |
S SCHV | SCHWAB STRATEGIC TR | 4.45% | $5.9M | 202,609 | $26.31 | $29.11 | +$562.2K |
S SCHM | SCHWAB STRATEGIC TR | 4.30% | $5.7M | 192,430 | $27.86 | $29.64 | +$686.5K |