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PROMANAGE
ProManage, LLC is an investment management firm and federally registered investment adviser headquartered in Chicago. It is independent and does not sell...
PROMANAGE
ProManage, LLC is an investment management firm and federally registered investment adviser headquartered in Chicago. It is independent and does not sell investment products, providing unbiased investment diversification services. The firm helps employees live well today while preparing for retirement through managed accounts, financial wellness tools, and plan analysis for employers.
General information
Firm type
Asset Manager
Year founded
1998
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Chicago, IL, United States
Principals
Tony Sabos
Chief Executive Officer
Bob Cohen
Chief Investment Officer
Annette Hilton
EVP Account Management
Tristen Beesley
Senior Operations Manager
Ethan Garcia
Data Analyst
Ajj Kothari
Investment Analyst
Sector focus
Frequently asked questions
What kind of clients does PROMANAGE serve?
PROMANAGE serves a mix of high-net-worth individuals, trusts, estates, and retirement plan sponsors, according to its regulatory disclosures. The firm does not market a specific institutional allocation program or pooled fund complex to external allocators. Its service model centers on discretionary separately managed accounts tailored to individual client mandates.
How does PROMANAGE manage fixed income portfolios?
PROMANAGE constructs fixed income portfolios using individual municipal and corporate bonds, rather than solely allocating to third-party bond funds. The firm emphasizes principal preservation and tax-aware positioning for taxable clients. Duration and credit quality benchmarks are set at the account level, with an overlay based on macroeconomic conditions.
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