Proper Money Management LLC

Overview

Proper Money Management LLC is an independent registered investment adviser that focuses on serving individual and family clients. The firm positions itself as a capital allocator and provides a mix of financial planning and portfolio management services, with the ability to select and coordinate other advisers when appropriate. Its fee approach is flexible: percentage of assets under management plus the option for hourly or fixed-fee engagements. The firm lists core advisory activities as financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Investment activity at Proper Money Management centers on liquid public markets, with a clear tilt toward exchange-traded equities. That equity tilt, delivered primarily through separately managed accounts (SMAs) custodied at AssetMark, suggests the firm favors transparent, tax-efficient building blocks for client portfolios. The firm does not report active ESG investing and operates with a compact client base, which allows for hands-on, bespoke advice rather than large-scale institutional programs.

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Public Holdings

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Location & Offices