Probert Investment Advisers, LLC (PIA) provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. PIA creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. PIA generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities.
Assets Under Management$14M
Clients2
Advisors1
Avg. per Client$7.1M
Avg. per Advisor$14M
Fee Structure
Investment management only (planning not offered)
Probert Investment Advisers charges an hourly fee of $500 per hour for portfolio management services. Fees are calculated and charged hourly.
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