WHAT WE DO
The traditional approach to asset allocation generally fails to meet the needs of families we serve. Our goal is to tailor a personalized portfolio to meet our client’s investment objectives. Promus develops portfolios with the intent to withstand the ups and downs of the market. We diversify portfolios by using alternative investments to complement the traditional asset classes. The investment plans are individually suited to each family’s desired objectives, and we select managers to achieve proper diversification and risk management in each portfolio.
Our goal is to find excellent, high-character people with exceptional talent in every asset class. We seek managers with a proven track record, repeatable methodology and definable edge. We show a strong bias toward managers who have distinguished themselves during tough markets and are heavily invested in their own strategy.