A complete list of active advisors currently associated with Proyash Capital Management
Warmer can help you find a great advisor at Proyash Capital Management or one who fits your needs even better.
ProYash Capital Management provides discretionary portfolio management primarily for individuals, families, and retirement and trust accounts, and it also offers limited financial consulting billed on an hourly basis. The firm’s brochure reports approximately $2.0 million in discretionary client assets and notes it may also work with nonprofit organizations and retirement plans. The firm follows a diversified, long‑term investment approach that emphasizes protection of principal and gradual value creation, generally holding ETFs with a small allocation to individual stocks and shifting toward cash or fixed income when equities appear overvalued. Investment plans are individualized to clients’ tax status, income needs, and risk tolerance, and the firm does not engage in margin, short selling, or option trading. Compared with many peers, the brochure highlights an educational focus: the principal regularly participates in professional meetings described as educational in nature, and the firm’s consulting and client‑communication practices reflect that emphasis. The firm’s client mix is oriented toward ordinary individual investors rather than specialized high‑net‑worth households, which is a less common profile among supported firms.
To learn more about the advisors currently working at Proyash Capital 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 |
|---|---|---|
Darien, CT
| 11
|
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