Prostatis Group, LLC

Overview

Prostatis Group, LLC is a private investment firm specializing in a wide range of asset classes and investment strategies. The firm focuses on providing comprehensive financial services, including tax planning, financial planning, insurance, retirement benefits, and investment management. With a 20-year track record, Prostatis has established itself as a trusted advisor for high-net-worth individuals and families seeking tax-efficient growth and protection of their wealth. The firm's investment approach is characterized by a practical strategy that emphasizes diversification and moderate, long-term asset allocation. Prostatis Group, LLC does not offer proprietary investment products, ensuring that its recommendations are unbiased and tailored to the specific needs of each client. The firm is registered with the Securities and Exchange Commission, adhering to the highest standards of conduct and fiduciary responsibility. In December 2023, Prostatis Financial Advisors Group, a division of Prostatis Group, LLC, received a strategic investment from Summit Financial Holdings. This partnership aims to enhance Prostatis' growth by providing access to a network of premier alternative investment partners and additional capital when necessary. The collaboration signifies a strong commitment to delivering comprehensive financial solutions and underscores Prostatis' dedication to collaborative success in the financial advisory sector.

Investment Focus

• High-net-worth individuals and families seeking tax-efficient growth and protection of wealth

Portfolio Companies