PROVERBI CAPITAL ADVISORS, LLC

Overview

Proverbi Capital Advisors, LLC is a privately owned LLC that provides fee-based portfolio management primarily for individual and family clients and small businesses. The firm operates as a capital allocator, managing client assets on a percentage-of-AUM fee schedule. Proverbi does not position itself as an active ESG investor. Its advisory activity centers on discretionary portfolio management, and the firm has an industry relationship with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices