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The Family Wealth Alternative

Alternative

al-ter-na-tive/ȯl-ˈtər-nə-tiv/

1. Offering or expressing choice

2. Different from the usual or traditional way in which something is done

In a world of possibilities, there is no shortage of choices—but for a family as unique as yours, there’s usually only one that fits perfectly. We believe that the client experience shouldn’t just evolve alongside the rapidly changing financial landscape; it should be miles ahead.

In our eyes, we believe that no investor should be held back from achieving their dreams. With this in mind, we designed an alternative to help families across North America access resources reserved for institutional investors without making them feel like a number.

By collaborating with a Portfolio Manager, Family Wealth Advisors are given the time to give you their undivided attention. They go a step further than just asking where you want to be in life; they know when you’ll arrive, how to handle detours, who is coming along for the ride, what the underlying goal is, and most importantly, why it matters.

WEALTH WITHOUT A ROADMAP LEADS NOWHERE

With the Family Wealth Alternative, your portfolio and
financial plan can take you wherever you want to go.

Advisory services offered through Promus Advisors, a division of Bellwether Investment Management USA Inc., an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Securities and Exchange Commission, nor does it indicate that the adviser has attained a particular level of skill. Promus Advisors and its investment adviser representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered or where an exemption is determined. Rankings published by magazines, and others, generally base their selections exclusively on information submitted on the recognized adviser. The rating is not indicative of future performance. No compensation was paid for third-party ratings or rankings.

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Promus Asset Management, LLC is a registered investment advisor. Investment Advisory Services are offered through Promus Asset Management, LLC, which is independently owned and operated, and separate from Promus Advisors, LLC. Promus Asset Management, LLC will never be paid on products, commissions or referrals.

Pershing Advisor Solutions is a registered broker-dealer, and is not affiliated with any Promus entity nor with any advisor whose name appears on this website. Pershing Advisor Solutions neither endorses nor recommends any particular advisor or investment strategy suggested by either Promus Advisors, LLC or Promus Asset Management, LLC. Pershing Advisor Solutions has agreements with Promus Asset Management, LLC under which Pershing Advisor Solutions provides custodial services related to your account. Pershing Advisor Solutions does not review the Promus Advisors website, and makes no representation regarding the content of the website. The information contained in the Promus Advisors website should not be considered a recommendation by Pershing Advisor Solutions or a solicitation of any offer to purchase or sell securities.

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