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We are The Promhouse Financial Group, a family-run Wealth Management group that has over 50 years of experience and expertise in assisting individual and institutional investors achieve their goals and dreams.

Our Investment Philosophy

Our Investment Philosophy is disciplined, conservative, and risk-averse. Our philosophy has been shaped by years of experience, and by some of the most successful investors of all time. We believe that clients' long-term investment objectives can best be met by simple strategies that feature a clearly defined investment process.

Client portfolios are custom designed based on each client's unique situation, using a disciplined approach, to weather market volatility. Portfolios are diversified across different geographies, asset classes, and industries by including blue chip, high-quality companies with a track record of increasing dividend payments and solid earnings, increasing your income throughout retirement. By spreading out the risk, buying good quality companies and securities, holding onto them and compounding returns over time forms the basis for smart investment decisions.

Portfolios are regularly monitored and rebalanced to ensure they are aligned with clients' objectives and tolerance for risk.