Proper Financial, LLC

Overview

Proper Financial, LLC is a small independent registered investment adviser serving individual and family clients with a mix of financial planning and discretionary portfolio management. The firm charges clients via a percentage of assets under management and by fixed fees, and it operates as an owner-led limited liability company. Its business model centers on straightforward discretionary equity management supplemented by planning work for individuals and small businesses; the firm is not positioned as a multi-state or institutional pension consultant and does not identify as an active ESG investor. Custody and operational relationships are concentrated with a single major custodian, and the adviser leans toward liquid, exchange-traded instruments as the backbone of client portfolios. The firm also maintains an insurance-company industry affiliation that can influence product access and planning solutions offered to clients.

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Public Holdings

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Location & Offices