Pro:Act Capital Management

Overview

Pro:Act Capital Management is a small, privately held investment advisory operating as a limited liability company and focused on portfolio management for individuals and small businesses. The firm runs a concentrated, discretionary-heavy practice: most assets under management are handled on a discretionary basis, and the firm reports a fee model combining a percentage-of-AUM component with fixed fees. Pro:Act’s filings characterize its investment preference toward public funds and mutual funds, and its custody relationships include traditional brokerage, annuity and life-insurance platforms—indicating the firm blends liquid pooled vehicles with insurance-wrapped solutions in client portfolios. The adviser is not positioned as a multi-state or pension consultant, does not self-identify as an active ESG investor, and does not list affiliations with third-party capital allocators. The firm’s structure and reported custody partners point to a boutique operation that likely serves a small number of substantial accounts rather than a broad retail client base.

Assets & Accounts

Investments & Alternatives

Location & Offices