WHAT WE DO

ASSET ALLOCATION

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.

MANAGER SELECTION

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.

ACCOUNT ADMINISTRATION

Our service platform is designed to make our client’s lives more efficient so they can focus on what they value most.

SIMPLIFY INVESTMENT PROCESS

The process of investing in alternative assets can seem demanding, so our team streamlines the documentation requirements and ongoing capital call commitments for families.

CONSOLIDATED REPORT

We provide ongoing insight and direction by aggregating a family’s holdings into one concise reporting package, allowing our clients to track their investment in a simple and meaningful way.

TRACK LIQUIDITY

We help clients maintain adequate liquidity through proper investment sizing and diversification over time.

RECONCILE ACCOUNTS

We track cash flows across client’s portfolios to ensure everything reconciles.

LEGACY CONSULTING

We journey with families as they strive to pass values on to the next generation and build a strong family culture oriented toward impact.