A complete list of active advisors currently associated with ProSophia Advisors, LLC
Warmer can help you find a great advisor at ProSophia Advisors, LLC or one who fits your needs even better.
ProSophia Advisors provides discretionary separately managed account investment management for select liquid equities and equity ETFs, serving high‑net‑worth individuals, registered investment vehicles, and family offices. The firm offers a customized implementation that lets clients select or restrict underlying assets, the number of assets under active management, allocations, and rebalancing guidelines. The investment process centers on a single evolutionary machine‑learning algorithm trained and validated across a broad set of liquid instruments to produce directional price forecasts that feed a rules‑based execution system; signals are transmitted directly to the client’s executing broker and no human discretion is applied at the point of execution. The approach is active and may include long and short positions, with systematic risk controls and cross‑instrument validation intended to limit overfitting and manage portfolio exposure. A distinctive feature is the use of performance‑based compensation for qualified clients, with fees tied to gains above a quarterly high‑water mark — a structure that is uncommon among independent advisers and is addressed by the firm through algorithmic, fee‑agnostic trade signal generation. The firm also traces its approach to proprietary commercial AI development and emphasizes cross‑instrument machine‑learning training; it is a recently formed, modestly sized adviser with a concentrated, technology‑driven operational model.
To learn more about the advisors currently working at ProSophia 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.
Name |
Location |
Years of experience |
|---|---|---|
Darien, CT
| 7
|
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