Winter Park, FL Office

Prostatis Financial Advisors Group provides investment management and financial planning to individuals (including high‑net‑worth clients), as well as foundations, trusts, estates, corporations, and charitable organizations. Its services include discretionary and non‑discretionary portfolio management, financial planning delivered through an online portal, and coordination of tax and estate planning as part of the advice process.

The firm follows a top‑down, tactical asset‑allocation approach with sector rotation and a relative growth/value framework, offering both growth and fixed‑income strategies with periodic rebalancing. Prostatis routinely allocates portions of client portfolios to independent third‑party managers and model portfolios, and describes a due‑diligence and oversight process for those managers — including managers that may employ AI or machine‑learning models.

Several features in the brochure distinguish Prostatis from many peers: it discloses affiliated entities that provide estate‑planning documents and tax preparation, and notes that firm principals and some IARs also act as licensed insurance agents, with the associated commission conflicts explicitly disclosed. The brochure also details the firm’s use of third‑party managers, lead‑generation arrangements and expense reimbursements, and includes extensive disclosures and supervisory procedures related to machine‑learning/AI use and related risks.