PROA Wealth Management specializes in the unique needs of each investor. PROActive Investing® is more than a strategy... it's a modern approach to investing designed to limit downside risk and identify opportunities for growth. Client Portfolio Management and Investment Planning: Develop and manage an investment portfolio: provide clients with flexible investment options and a high degree of customization in their portfolios. Open architecture platforms allow maximum added value with institutional money managers. PROA Wealth Management helps investors chart a course to financial freedom by providing Investment Planning and Management to develop a unique and customizable portfolio through an open architecture and PROActive Investing®, a unique process to limit downside risk and identify opportunities for growth. Recognized by LPL Financial Top Financial Advisor for years 2000 to 2013.
With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.
Morgan Stanley Smith Barney LLC is one of the leading financial services firm in the United States. Based in Wilkes Barre, Pa., it offers a range of services in the categories, including investment banking, securities, investment management and wealth management services. The firm caters to a number of customers, such as corporations, governments, institutions and individuals from more than 1,200 offices in 42 countries. Morgan Stanley Smith Barney LLC is a member of (SIPC) Securities Investor Protection Corporation.
Tudor Investment Corporation is a part of The Tudor Group. The Tudor Group offers trading, investing and research services in global equity, debt, currency and commodity markets. Founded in 1980, the firm offers a variety of investment strategies, such as global macro trading, fundamental equity investing, emerging markets, venture capital, commodities and technical trading systems in the United States and Europe. The company employs more than 400 personnel. Tudor Investment Corporation is located in Greenwich, Conn. The Tudor Group has several offices in Boston, New York City and Washington, D.C. It also operates branches in the United Kingdom, Australia and Singapore.
