A complete list of active advisors currently associated with Prosus Wealth Management

Warmer can help you find a great advisor at Prosus Wealth Management or one who fits your needs even better.

Prosus Wealth Management is an independent registered investment adviser operating as a single‑advisor firm that manages roughly $11.4 million for six clients. The firm provides discretionary investment management and financial planning to individuals and high‑net‑worth individuals, advising on stocks, mutual funds, ETFs, bonds, U.S. Treasuries, options and interests in limited partnerships. The firm implements written investment policy statements and strategic asset allocations informed by Modern Portfolio Theory, often employing a core‑and‑satellite approach and a disciplined rebalancing process with at least quarterly reviews. Prosus may allocate client assets to third‑party turnkey managers (including AIM and ZIM) and provides retirement rollover guidance while acknowledging its ERISA/IRC fiduciary obligations. Notable distinctions include the firm’s role as a fund sponsor/syndicator through an affiliated manager that operates the Prosus Capital Alpha Fund, a private real‑estate vehicle offered to qualified clients; the firm discloses that this activity (including approximately 40 hours per month devoted to fund operations) and related relationships create conflicts of interest and that it will not exercise discretionary authority over client investment decisions into the fund. The firm also discloses that its principal holds a New York life and health insurance license and that recommending insurance products and selecting third‑party managers that share fees can create additional conflicts, which it says are managed and disclosed.

To learn more about the advisors currently working at Prosus Wealth Management, 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.