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By Helping You Succeed, We All Win

Joining ProEquities is a big decision on your part and one we know you won’t take lightly. While there are many reasons to consider a move to ProEquities, here are few compelling points that our advisors tell us are most meaningful to them.


First Hand Experience

At ProEquities, we understand the unique challenges with offering non-deposit investment products in a financial institution.  A significant number of our management team members have served in key positions at financial institutions and we understand the importance of mitigating risk for all involved.

Dedication and Support for Your Personal Vision

Each individual advisor we work with has their own goals and dreams for the future of their business. We have succeeded because we work hard to understand the unique vision you have for growth and providing a specific plan to help you get where you want to go.

Our Investment Advisory Specialists provide invaluable guidance and business planning to help complement and nurture your business through the various stages of growth.

The Right Business Model

Our advisory platform enables you to build the right business models for you and your clients. These include:

  • Capital Asset Management – open architecture asset management platform which allows for hands-on management of assets.
  • Consultant’s Choice – allows advisors to charge clients for either financial planning services or advice.
  • Third Party Management – ProEquities maintains relationships with over 25 third-party money managers offering various investment products and styles.
  • CorETFSM Portfolios – risk-based, turnkey, discretionary managed account platform which utilizes exchange-traded funds as the investment vehicle

The Right Product Mix

Our product mix provides a vast array of financial vehicles to match you and your clients needs. We work with some of the industry’s top brands and give our advisors full access to these providers.

The Right Technology

We provide advanced technology tools and support to help you efficiently manage your business and your time. Over the years, we have worked with all kinds of advisors from the tech-savvy to the tech newbie and just about everyone in between. Our software has been designed and refined with input from our advisors to ensure it meets your “real-world” needs.