Provisus’ mission is to deliver superior portfolio management performance to clients, along with impeccable service and confidentiality. Provisus employs a state-of-the-art proprietary portfolio management process which delivers sophisticated asset management products and services to affluent clients. We work with our separately managed accounts program (SMA) partners to provide a premium service that is delivered through the referring dealer’s distribution network.
Provisus focuses on delivering its unique service offerings selectively through an elite group of advisors that wish to offer state of the art investment processes to high net worth clients. We utilize the latest technological tools to communicate with, distribute to, and service the underlying client’s investment needs while incorporating the personal contact that is vital and unique to our value added service proposition.
Provisus’ objective is to serve investors with judicious investment guidance that is both timely and accurate. We have created a platform that provides referring firms with a separately managed account (SMA) solution ensuring that the assets of referred clients will be managed in the most prudent and tax efficient manner possible.