Broker Check

Wealth management & Advisory Services *

There's no such thing as "ONE SIZE FITS ALL" when it comes to managing wealth. You desire an advisory relationship that personalizes opportunities and investment options according to your unique goals and objectives. As INVESTMENT ADVISOR REPRESENTATIVES, ProMark Planners can offer a wide range of services to manage your portfolio. We offer a broad range of competitive options to manage your portfolio, including fee-based accounts. A fee-based account allows the interests of the client and advisor to be aligned. At ProMark, we are fiduciaries and offer independent advice.

The types of advisory programs we offer include:

CUSTOMIZED INVESTMENT ACCOUNTS: We help develop, manage, and rebalance your portfolio using a variety of investments such as stocks, bonds, mutual funds, and exchange traded funds.

THIRD-PARTY MANAGERS: We will utilize outside third-party money managers who help us and our clients manage investments with unique strategies such as: strategic asset allocation, tactical sector rotation, and alternative investments strategies.

ALTERNATIVE INVESTMENTS: We offer strategies such as… real estate investment trusts, private equity, hedge fund strategies, & commercial lending.

PHILANTHROPY: We will help our clients use the various strategies of… donor advised funds, private foundations, & other charitable gifting strategies.

In some cases ProMark charges an ongoing management fee. Please contact for information about fees and to receive a copy of Form ADV. Investors should note that the deductions of fees will impact overall account returns.

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