# PROMANAGE

PROMANAGE is an Asset Manager based in Chicago, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** promanage.com
- **LinkedIn:** https://www.linkedin.com/company/promanage-llc

## Regulatory record

- **CRD number:** 133357
- **SEC file number:** 801-63719
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133357

## About

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.

## Sectors

- Employee retirement benefits and financial wellness

## People

- 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

## 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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- [Wealth Design Consulting](https://altss.com/profile/wealth-design-consulting-llc)
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Last updated: 2026-08-11T15:07:49.000Z

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