PURPOSEFUL WEALTH MANAGEMENT
Promus believes that families are able to more effectively steward their resources in partnership with a small community of like-minded families dedicated to sharing wisdom, experience and access to unique investment opportunities.
We are committed to helping our clients navigate a complex and evolving investment environment. We believe developing a thoughtful investment strategy leads to more disciplined decision-making, and ideally better outcomes. While each portfolio is tailored to meet the unique needs and objectives of the individual client, certain key elements of our investment philosophy are consistent.
A DIFFERENTIATED APPROACH
The traditional approach to asset allocation generally fails to meet the needs of the families we serve. It places an emphasis on equities and fixed income with a small weight on alternative assets. This results in portfolios that are highly correlated to the equity markets – and more susceptible to excessive volatility. The Promus approach places a heavy emphasis on the alternative asset classes to produce durable portfolios that should have greater levels of diversification, less market correlation and attempt to lower portfolio volatility. We also believe this methodology should produce superior long-term results.