Invest with clarity and confidence, knowing that a diversified strategy built entirely around your goals, risk tolerance, and lifestyle backs every decision—ones that work for today and provide for tomorrow.
As fee-only advisors, we’re only as successful as you are.Â
Whether you define that as growing, protecting, or distributing your wealth, our tailored approach and fiduciary responsibility can help you achieve it.
Whether you’re looking to grow, protect, or diversify your wealth, our investment management solutions provide a clear, confident path toward the life you’re building. From covering traditional investments like equities and ETFs (exchange-traded funds) to exclusive alternative investments, we deliver the expertise and insight that evolve right alongside you.Â
Make confident investment decisions knowing that risk is weighed equally against growth. Our rigorous risk analysis model prioritizes portfolio resilience through shifting market conditions to safeguard your wealth.
Harness all-weather portfolios built by dedicated regional, economic, and sectoral experts working together on your strategy. With a team-based approach, your portfolio can find its edge in all market conditions.
Investing begins with thoughtful planning built specifically around your financial goals, needs, and risk tolerance. We work with you—in every life stage and circumstance—to make your wealth work for you.
Stay ahead of broader markets through tactical asset adjustments. Discretionary management ensures your portfolio is always ready for opportunity—regardless of how brief the window is.
Invest with a disciplined, proven strategy crafted to deliver consistent results. Our approach draws on institutional-grade solutions with data-driven precision to remove emotion from the equation.
Go beyond covering traditional investments and access exclusive opportunities generally reserved for institutional investors. Our alternative investments span private credit, equity, real estate and infrastructure.
As a truly independent registered investment adviser (RIA), we are free from the conflicts of interest that larger financial institutions and brokerage firms face. There is no commission structure, no brokerage incentive, and no hidden fees driving our recommendations. Every decision we make is unbiased and in your best interest.
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We offer comprehensive wealth management and financial services, including financial planning, tax strategy, and retirement planning, all coordinated around a single, integrated investment management strategy. Whether you are an individual investor, a family, or a business owner, our advisors have the experience and resources to put your goals within reach, achieve them, and give you the confidence to set new ones.
Global Investment Solutions
Access a broad range of global investment solutions—from public equities and ETFs to private market opportunities—managed with a consistent, disciplined process.
Disciplined Dividend Growth™
Our proven strategy aims to deliver reliable income while reducing volatility so you can achieve long-term growth without feeling disconnected from your wealth.
Experienced Investment
Team
Our team brings over a century of combined industry experience. We pair proprietary market insights with a client-first mindset to deliver reliable solutions that create for generations.
Don’t settle for a one-size-fits-all investment strategy. Whether you’re a family, a business owner, a not-for-profit, or a foundation, our team of strategists, advisors, and analysts works together to build customized solutions as unique as you are. No two clients are the same, and no two plans should be either.
Alternative investment management goes beyond covering traditional investments like stocks and bonds to include private equity, hedge funds, real estate, private credit, and other unregistered private investments—giving your portfolio access to unique growth potential and greater stability.
Discretionary investment management means your portfolio is actively managed on your behalf. Your financial advisor makes tactical adjustments in real time, so your money is always positioned to perform without you having to make every decision. It’s a hands-off approach backed by hands-on expertise.
Quantitative investment management uses data, models, and proven processes to guide investment decisions rather than instinct. It removes emotion from the equation and relies on objective, repeatable strategies to deliver consistent results—similar in principle to how we approach our own proprietary strategies at Promus.
Investment management fees are no longer deductible for most individual investors under current U.S. federal tax law, though exceptions may apply depending on your situation. We recommend consulting with a tax professional for advice specific to your circumstances. As a registered investment adviser, Promus always provides transparent fee disclosure upfront.
Investment management focuses on growing and managing your portfolio. Wealth management and financial planning bring together investing, tax strategy, retirement planning, estate planning, and more into one comprehensive financial plan built around your life. At Promus, we offer both, fully integrated under one roof.
Yes. Promus Advisors operates as a registered investment adviser, meaning we are held to a fiduciary standard and are legally required to act in your best interest. Unlike a traditional brokerage, we do not earn commission on trades or financial products—our only incentive is your success. Promus is not affiliated with SIPC or the OCC, as we are an independent advisory firm.
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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.
