Provisor Asset Management LLC

Overview

Provisor Asset Management LLC is an independent, individually owned registered investment adviser that manages portfolios for individuals and families, with a particular focus on smaller private clients and small businesses. The firm charges fees as a percentage of assets under management and describes its role as a capital allocator — it both manages portfolios and selects third‑party managers on behalf of clients. Advisory services listed include portfolio management for individuals/small businesses and the selection of other advisers. Provisor does not present itself as an active ESG investor and is not flagged as a multis­tate or pension consultant adviser.

Assets & Accounts

Investments & Alternatives