PROMUS (NOUN, LATIN)
A steward, manager, or overseer.
You built your practice on trust. We built Promus so you never have to trade that trust for scale—grow your business, reclaim your time, and plan succession on your terms.
Step out of the everything-role. Focus on the advice, relationships, and business development you do best while we carry the rest.
An integrated planning, portfolio, and CRM stack—implemented, maintained, and supported so you never need to evaluate software again.
Institutional-caliber planning across estate, tax, retirement, and business succession gives you more to say to the families who already trust you.
Compliance oversight and a disciplined investment management process move firm-level risk off your desk and onto ours.
Our proprietary operating platform supports Promus and our advisors. Onboarding, billing, custodial workflows, reporting, and compliance run through one team—so the hours you spend on administration come back to you and your clients.
Portfolios are constructed to each investor’s objectives and risk tolerance, with access to private markets and disciplined tax efficiency. Designed to weather volatility and deliver full-cycle performance with a long-term outlook.
Through our partnership with Bellwether Investment Management Inc., a North-American wealth management firm, you gain a broad range of expertise, resources, and opportunities—all working together with your clients’ goals in mind.
Through our partnership with Bellwether Investment Management Inc., you benefit from a broad range of expertise, resources, and opportunities all working together with your goals in mind.
¹Total amount shown is the combination of our Canadian and U.S. business as at March 31, 2026.
²Lorne Park Capital Partners Inc. awarded by The Financial Times. No compensation was paid for third-party ratings or rankings.
¹Lorne Park Capital Partners Inc. awarded by The Financial Times. No compensation was paid for third-party ratings or rankings.
²Total amount shown is the combination of our Canadian and U.S. business as at June 30, 2026.
Whether your exit is imminent or decades away, Promus gives you a defined internal successor, a valuation framework, and a phased handoff—so the relationships you spent a career building carry forward across generations.
Evaluate if Promus is the right next move for you with no obligation
White-glove onboarding, rapid migration, and client communications.
Back-office relief, proprietary investment strategies, and a marketing toolkit.
Growth framework discussions, cross-border opportunities, and advanced planning capabilities.
Every conversation is confidential, and most start with one question: what would you do with the additional time?
You are now leaving the Promus website and will be entering one of the websites selected below.
Promus Asset Management, LLC is a registered investment advisor. Investment Advisory Services are offered through Promus Asset Management, LLC, which is independently owned and operated, and separate from Promus Advisors, LLC. Promus Asset Management, LLC will never be paid on products, commissions or referrals.
Pershing Advisor Solutions is a registered broker-dealer, and is not affiliated with any Promus entity nor with any advisor whose name appears on this website. Pershing Advisor Solutions neither endorses nor recommends any particular advisor or investment strategy suggested by either Promus Advisors, LLC or Promus Asset Management, LLC. Pershing Advisor Solutions has agreements with Promus Asset Management, LLC under which Pershing Advisor Solutions provides custodial services related to your account. Pershing Advisor Solutions does not review the Promus Advisors website, and makes no representation regarding the content of the website. The information contained in the Promus Advisors website should not be considered a recommendation by Pershing Advisor Solutions or a solicitation of any offer to purchase or sell securities.
Fidelity is a registered broker-dealer, and is not affiliated with any Promus entity nor with any advisor whose name appears on this website. Fidelity neither endorses nor recommends any particular advisor or investment strategy suggested by either Promus Advisors, LLC or Promus Asset Management, LLC. Fidelity has agreements with Promus Asset Management, LLC under which Fidelity provides custodial services related to your account. Fidelity does not review the Promus Advisors website, and makes no representation regarding the content of the website. The information contained in the Promus Advisors website should not be considered a recommendation by Fidelity or a solicitation of any offer to purchase or sell securities.
Schwab is a registered broker-dealer, and is not affiliated with any Promus entity nor with any advisor whose name appears on this website. Schwab neither endorses nor recommends any particular advisor or investment strategy suggested by either Promus Advisors, LLC or Promus Asset Management, LLC. Schwab has agreements with Promus Asset Management, LLC under which Schwab provides custodial services related to your account. Schwab does not review the Promus Advisors website, and makes no representation regarding the content of the website. The information contained in the Promus Advisors website should not be considered a recommendation by Schwab or a solicitation of any offer to purchase or sell securities.
