ProEquities is the Right Fit
ProEquities knows client relationships are built on trust - just like most relationships - and they flourish due to a valued partnership.
And ProEquities understands the importance of the relationship financial institutions have with their clients and feel it is our responsibility to help provide additional, state-of-the-art financial advisory tools to enhance the ability to serve and grow these client relationships. Importantly, ProEquities is transparent; we are always working behind the scenes on the financial institution’s behalf. And beyond the traditional broker/dealer advisory services, ProEquities also provides unique capabilities such as trust services, a first-class fixed-income capability, and best-in-class separately managed accounts… those that only allow money managers that can consistently beat benchmarks.
Last but not least, we make joining our ProEquities team an easy and pleasant transition.