Probert Investment Advisers, LLC

Overview

Probert Investment Advisers, LLC is a small, client-focused advisory practice that concentrates on portfolio management for individual clients and small businesses. The firm bills on an hourly basis rather than charging an asset-based advisory fee, which suggests much of its work centers on planning, customized advice and select portfolio implementation rather than broad institutional mandate management. Investment activity is centered on publicly available pooled vehicles, with a clear preference for mutual funds as the primary building blocks of client portfolios. The firm does not position itself as a capital allocator or specialized institutional fund sponsor, and it is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices