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Client login & resources.
Portals to your accounts and plan, our firm documents, and a library of research and planning guides.
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Client portals
Custody & reporting
Charles Schwab
Balances, activity and statements for accounts held at Schwab.
Financial planning
RightCapital
Your financial plan, retirement projections and planning goals.
Documents
Firm documents
The legal explanations and descriptions for Perfetta Capital, LLC.
Library
Research and planning guides
A library to help guide you, whatever stage of life you’re in.
Financial planning
Investment research
Estate planning
Research white papers
- Five Factor Asset Pricing ModelPDF
- Quality InvestingPDF
- Accruals, Cash Flows, and Operating Profitability in the Cross Section of ReturnsPDF
- Has Goodwill Accounting Gone Bad?PDF
- Capital Asset Pricing Model (Sharpe, 1964)PDF
- Earnings, Retained Earnings, and Book-to-Market in the Cross Section of Expected ReturnsPDF
- On the Conjoint Nature of Value and ProfitabilityPDF
- Overpriced Shares, Ill-Advised Acquisitions, and Goodwill ImpairmentPDF
More to come
New market commentary is added each quarter. Sign up for emails to be notified.
Materials in this library are provided for general educational purposes and are not personalized advice. Some documents were prepared by third parties. Past performance is no guarantee of future results.