PROVISOR ASSET MANAGEMENT LLC

Overview

Provisor Asset Management LLC is a very small, owner-operated advisory firm that serves individual and family clients with a fee model based on a percentage of assets under management. The firm’s advisory work centers on portfolio management for individuals and small businesses and on selecting outside advisers and managers when needed, which aligns with its role as a capital allocator. Provisor is not positioned as an active ESG investor and does not report multi-state or pension consulting activity; it also lists an affiliation with an insurance company. A notable structural feature is the firm’s heavy reliance on non-discretionary relationships. That pattern, together with the selection-of-advisers activity, suggests Provisor typically provides advice and manager selection rather than broad discretionary portfolio control for most client assets.

Assets & Accounts

Investments & Alternatives

Location & Offices