Probert Investment Advisers, LLC

Overview

Probert Investment Advisers, LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm focuses on portfolio management for individuals, families and small businesses and charges clients on an hourly basis rather than by assets-under-management or performance fees. The adviser does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. Advisory activity is narrowly concentrated on direct portfolio management for private clients rather than running pooled funds or providing institutional consulting. The firm’s structure and fee model indicate a boutique, service-oriented practice that handles a small number of sizable client relationships.

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Investments & Alternatives

Location & Offices