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.
The firm provides discretionary investment management and financial planning primarily for individual and high‑net‑worth clients, offering advice across stocks, mutual funds, ETFs, bonds, U.S. Treasuries, options and interests in limited partnerships. It implements client portfolios under written investment management agreements, conducts quarterly reviews, and may use third‑party turnkey managers for portions of client assets. Investment advice is grounded in written investment policy statements and a strategic asset‑allocation approach that draws on Modern Portfolio Theory, with a core‑and‑satellite mix of passive and active holdings and periodic rebalancing. Financial planning deliverables range from written plans to ongoing advisory relationships, and the firm monitors accounts at least quarterly to align portfolios with clients’ objectives and risk tolerances. What distinguishes the firm is that its principal operates an affiliated manager and sponsors a private real estate vehicle (Prosus Capital Alpha Fund) that may be offered to qualified clients; the brochure discloses potential conflicts, states the firm will not exercise discretion over whether clients invest in the fund, and notes the principal spends substantial monthly time on that activity. The principal also holds a state life and health insurance license and undertakes separate personal real‑estate investments, and the firm emphasizes written conflict disclosures and compliance procedures while operating with a small, concentrated client base and discretionary‑only mandates.
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.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 3
| |
New York, NY
| 32
|
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