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 serves individuals and families — including individual, retirement, and trust accounts — and may also work with nonprofit organizations and retirement plans. The firm provides discretionary portfolio management and a limited amount of hourly financial consulting, generally requiring a $100,000 account minimum though that requirement may be waived in some circumstances. The firm employs a value-oriented, long-term investment approach that allocates across stocks, bonds, and cash to emphasize capital protection and diversification while seeking steady income and growth. ProYash typically holds leading companies and high‑quality bonds, avoids margin, short selling, and option trading, and will increase allocations to cash and fixed income when it assesses equities as overvalued. Distinctive aspects noted in the brochure include the firm’s provision of educational seminars or workshops alongside routine client meetings and quarterly appraisals, and the principal’s active participation in external professional education meetings. The brochure also highlights that the principal holds both CFP and CFA credentials, that the firm added Charles Schwab as a custodian in 2021 while continuing to use Interactive Brokers, and that it currently reports managing a modest amount of discretionary client assets.

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.