Our Approach
What’s better than looking for needles?
Owning the haystack.
HOW WE HELP
Doing the right thing for our clients, always.
Our investment strategy brings logic, transparency and simplicity to your life.We help you focus on the things you can control, so you can ignore the things you cannot.
HOW IT WORKS
Real people. Real advice.
When you work with ProMoney, you’re starting with an evidence-based approach.
This means our recommendations are based on decades of peer-reviewed financial research, which have shown to be the right way to invest. It means getting to know you, your family, your goals and your most important dreams. It means crafting a plan that touches on – and improves – the most important aspects of your life.
The cornerstone of our approach is our investment philosophy, which is built on a deep understanding of how to best capture the returns of the financial markets. Our approach is based on established facts and real evidence. This is the opposite of empty opinions, the “crystal ball” approach, or the media’s “flavor of the month” speculation.
FREE Investment Portfolio Assessment
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Track savings progress.
Stay on track for your goals, and make adjustments if things change.
See money movement.
Track your deposits, spending, and transfers.
View performance
See your total earned dividends, tax losses harvested, and more.
Add shared accounts.
Connect joint and trust accounts to track shared money.
Connect outside accounts.
Include any money you might have with other institutions.
See your net worth.
Get a bird’s-eye-view of your finances.
Our Solution
Invest based on Evidence
Oversight
Keep your current advisor, or self-managing. Our oversight platform gives you confidence of a knowledgeable, independent advisor analyzing your performance.
Advisory
The perfect solution for athletes looking to access the returns of capital markets (stocks + bonds) to enhance the growth of their net worth over time.
Our approach helps you minimize costs, diversify your portfolio and build effective tax strategies.
Plan Sponsors
As an independent fiduciary partner, we help you secure and increase the value of your business's retirement plan.
Dive deep on your earnings.
Get a detailed breakdown on just how your investments have performed, and see how our technology is working to save you more.
Manage your deposit schedule.
Set up a recurring deposit to save without lifting a finger, and then oversee your money movement right from your dashboard.