A complete list of active advisors currently associated with Promus Advisors

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

Promus Advisors is a registered investment adviser that provides discretionary and non‑discretionary investment management, investment consulting, and comprehensive financial planning to individuals, businesses, trusts, estates, retirement plans, endowments, and foundations. The firm monitors client accounts regularly and offers portfolio construction, manager selection, and access to pooled alternative investments and third‑party managers. Promus’s investment approach is value‑oriented with a bottom‑up security analysis, typically using active managers while allocating to index/ETF funds and niche strategies where appropriate; diversification and an “endowment model” allocation to alternatives are emphasized. The firm routinely monitors third‑party managers via a meritocratic selection, promotion, and termination process and may delegate full discretion to those recommended managers. Noteworthy aspects include an affiliation with Bellwether Investment Management (Canada) and approval to operate as an international adviser exempt in certain Canadian provinces, with some portfolios potentially traded through that affiliate and subject to separate adviser arrangements. The firm reports approximately $384.6 million in assets under management across a limited number of accounts and states a preference for maintaining a smaller client base to cultivate deeper relationships; it also does not vote client proxies, leaving that responsibility with clients.

To learn more about the advisors currently working at Promus Advisors, 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.