PROSSIMO ADVISORS LLC

Overview

Prossimo Advisors LLC is a small, privately owned wealth advisory firm that registers with the SEC and began operations as an advisor in 2020. The firm serves individual and family clients and describes itself as a capital allocator that manages portfolios directly and also selects outside managers on clients’ behalf. Its fee menu includes asset-based fees, hourly billing, fixed fees and other arrangements. Prossimo reports that it does not position itself as an active ESG investor and is not a multi-state adviser or pension consultant. The firm lists a law firm among its industry affiliations. Investment activity centers on equity exposure with a stated preference for exchange-traded equities; portfolio management for individuals and small businesses is a primary advisory activity alongside manager selection.

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Location & Offices