A complete list of active advisors currently associated with ProCore Advisors, LLC

Warmer can help you find a great advisor at ProCore Advisors, LLC or one who fits your needs even better.

ProCore Advisors provides investment advisory and planning services to individuals (including high‑net‑worth clients), trusts, estates, businesses, and retirement plans, delivering portfolio management, financial planning, and retirement plan consulting. The firm also operates an automated advisory platform called Quickvest and may recommend or oversee independent managers or sub‑advisors for portions of client portfolios. Investment decisions are implemented under client‑specific Investment Policy Agreements and informed by a blend of analytical approaches, including fundamental, quantitative, technical, and modern portfolio theory, with allocations across mutual funds, ETFs, fixed income, real estate funds, private placements and other alternatives. The firm employs margin borrowing and options strategies in managed accounts (noting options are limited to covered options and secured puts) and uses third‑party technology and model management tools, including Altruist and outsourced TAMP support. What is distinctive for a firm of its size is the combination of a retail‑facing automated offering for smaller accounts (Quickvest) alongside access to alternatives and privately placed investments, and an operational partnership with a turnkey/back‑office provider (ZOE) that has access to client accounts for trading and operational support. ProCore reports roughly $143.7 million in discretionary assets under management and discloses solicitor and platform arrangements and limited third‑party account access as part of its operational structure.

To learn more about the advisors currently working at ProCore Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.