A complete list of active advisors currently associated with Prodeo Asset Management, LLP

Warmer can help you find a great advisor at Prodeo Asset Management, LLP or one who fits your needs even better.

Prodeo provides discretionary investment management through a private fund and separately managed accounts to a small client base that includes funds, institutional investors, corporations, pensions, trusts, and high-net-worth individuals. The firm collects client-specific information on goals, risk tolerance and time horizon and tailors its strategies to each investor’s suitability profile. Its investment approach is systematic and rules‑based, using quantitative models and proprietary leading indicators to allocate among ETFs, single‑name equities and fixed income across global, country, sector and stock‑selection strategies. Portfolios incorporate factor tilts, tactical allocations to cash or U.S. Treasuries to manage drawdowns, and may use bespoke weightings or leverage depending on client mandates. Noteworthy for an independent adviser of this size, the firm is affiliated with a FINRA‑registered broker‑dealer and relies on research and models produced by a related market research firm, and its client mix leans toward institutional, corporate and high‑net‑worth investors rather than non‑HNW retail clients. The firm also advises a private fund and may charge performance‑based incentive fees—features uncommon among peers of its category—which it says are addressed through written allocation policies and suitability reviews; a principal investor holds a substantial minority ownership interest in the firm and affiliated entities.

To learn more about the advisors currently working at Prodeo Asset Management, LLP, 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.