Professional Asset Management Consulting (ProAM) provides clients with
customizable investment solutions. ProAM guides clients from
start to finish through the investment process by developing and executing an
investment strategy.
The first step in this process is identifying the client’s objectives and risk
profile to develop an investment strategy. This strategy becomes the basis for
selecting the appropriate allocation and tools to execute the investment plan.
Next, the Financial Consultant will produce a custom proposal for the client’s
review and approval. Once the plan has been executed and monies invested, the
Financial Advisor will monitor the performance and provide ongoing counsel to
clients.
Individualized Investment Strategy
Clients receive customized recommendations according to
their risk tolerance, time horizon, and investment objectives.
Broad Selection of Investment Tools
ProAM Consulting has diligently sought out proven investment products and
money managers from a broad range of asset styles and classes. ProAM can provide
clients access to professional
Separately Managed Accounts to implement their investment strategy.
Affordable Access to Exclusive Money Managers
ProAM has negotiated with some of the best money managers in the country
for inclusion in our program. These negotiations have resulted in competitive
fees and low account minimums that allow our clients access to professional
asset managers previously available only to institutions or extremely wealthy
individuals.
Consistent Two-Way Communications
Consultants will meet with clients to review ProAM accounts, evaluate
progress towards stated objectives, and to make any revisions necessary.
In addition to face-to-face meetings, clients will receive monthly statements
reviewing account balances and activity along with detailed quarterly
performance reports. The quarterly reports will include specific performance
information, educational pieces, and market commentary written by some of our
program’s managers.