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, offering portfolio management, investment consulting, financial planning, and retirement‑plan advisory services. The firm also operates an automated advisory platform called Quickvest that guides clients through a risk assessment and places accounts into model portfolios with ongoing monitoring and rebalancing. The firm implements discretionary management guided by an Investment Policy Agreement that documents objectives and risk tolerance, and draws on a mix of analytic approaches (charting, fundamental and quantitative analysis, and modern portfolio theory) to build diversified portfolios across ETFs, mutual funds, fixed income, private placements and other vehicles. ProCore discloses active use of leverage and derivatives—including margin, options and borrowing in separately managed accounts—and may engage third‑party money managers or sub‑advisors while retaining oversight and rebalancing responsibilities. What distinguishes ProCore from many peers is the combination of a small advisory team managing broadly diversified mandates and an automated model offering that leverages the Altruist platform and algorithmic models, alongside explicit permission to use borrowing and derivatives in separately managed accounts—a practice that is relatively uncommon among similar firms. The firm also notes its advisers’ ability to sell insurance products and the use of standing letters of authorization for transfers, disclosures it addresses as part of its fiduciary and custody practices.

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.