Professional wealth management, built around your life
Our team has spent decades managing money on behalf of institutions. We bring that same discipline to individuals and families, and customize each plan to how you live and your long-term goals, however complex.
Who we are
We are fiduciaries
We are required to act in your best interest and not put our interests ahead of yours.
Experienced
Our team has 75+ years of combined investment management experience. Our breadth of experience - including many market cycles - provides stability and helps you stay the course.
Independent
We are independently owned, not part of a bank or brokerage. We have no corporate parent telling us what to do - everything we do is for the benefit of our clients.
What we do
There is no single right portfolio or financial plan. Yours should reflect your goals, your unique circumstances and core values.
Planning built around your goals
We start with your objectives, circumstances and values: goals, cash flow, retirement and liquidity needs. The portfolio follows the plan.
Institutional investment discipline
We build multi-asset portfolios with a long-term strategic allocation, rebalanced with discipline rather than market timing, with close attention to limiting costs.
A long horizon
We invest for decades, not quarters, and help you stay the course when markets test your patience.
A global perspective
For families with assets, currencies and obligations in more than one country, we build portfolios around where you live, earn and spend - now and in the future.
A single view of your wealth
One consolidated report on everything you own, including assets held elsewhere.
Working with your advisers
We coordinate with accountants and attorneys on tax, estate and business matters. We do not give tax or legal advice.
Our team
The people behind Providus Wealth.
