Inside Pugh Capital

At Pugh Capital, we believe that stability and consistency are key to our success. Our team’s average tenure of 10 years reflects deep-rooted knowledge, trusted relationships, and a commitment to serving clients and our community. This longevity strengthens our firm and enhances outcomes for those we support.

Pugh Capital is dedicated to using our expertise, team talent, and passion for making a difference to create positive communities. Through board and investment committee service, volunteer work, and financial contributions, we invest in the organizations we support to amplify our collective impact.

As a firm that values access to opportunity and the power of knowledge, we focus on supporting youth, education, and experiential learning. We are passionate about introducing students to finance and fixed income by volunteering in classrooms, engaging on campuses, and providing internships for college students. By increasing access to finance careers, we help broaden opportunities within our industry as part of our service model.

Our corporate philanthropy emphasizes:

• Supporting employee community engagement
• Expanding access to knowledge, credentials, and education for young people
• Increasing STEM success and financial literacy
• Creating valuable experiences that expose students to careers in finance

By investing in these areas, we aim to foster broader representation in the finance industry and expand economic opportunities.

We believe that an inclusive environment and mindset translates to better decisions, strengthens our industry, and enhances outcomes. Our commitment to expanding opportunities extends to investing in future generations to increase our collective impact. Providing access to opportunity is essential to driving long-term success, building community, and contributing to positive societal change.

At Pugh Capital, we recognize that diversity, opportunity, and inclusion are not just concepts. These values are an important part of our identity and mission. We believe that cultivating an inclusive workplace helps attract and retain exceptional talent and reinforces our commitment to being a firm that reflects the richness of the broader community.

We embrace the importance of creating pathways for opportunity within our firm, in the asset management industry, and in the communities we serve. We believe that exposure and access can be powerful tools for professional growth, and we incorporate experiential learning to support that development.

We also believe that a corporate culture where employees feel valued results in stability and longevity within an organization. This creates an engaged, experienced team that preserves institutional knowledge and provides our clients with consistent support and continuity of service.

(as of June 30, 2025)

Pugh Capital has been honored as one of the “Best Places to Work in Money Management” by Pensions & Investments for the 7th consecutive year in the small employer category! This recognition speaks volumes about our unwavering commitment to cultivating an exceptional workplace culture where every member of our team thrives, and leaders are invested in the growth and development of our people. We’re dedicated to empowering our employees to view themselves as leaders regardless of their roles, and to show up and make a difference through their work and contributions to our clients, their team, our firm and their community.

Pension & Investments Best Places to Work in Money Management 2018 – 2024 (Small Firm Category). This award does not assess or reflect on the quality of investment management services provided. Please see Awards and Rankings Disclosures on the Disclosures tab.