Provise Management Group, LLC
ProVise Management Group, LLC is an SEC-registered investment adviser headquartered in Clearwater, Florida. Founded in 1986, the firm primarily serves individuals—including a significant number of high net worth clients—as well as some pension plans and charitable organizations. With approximately 19 employees, it provides personalized wealth management, financial planning, and investment advisory services. The firm is known for its deep local presence and commitment to client education and fiduciary standards.
Investment Strategy
ProVise Management Group, LLC utilizes a diversified, client-centric investment approach tailored to each client’s goals. The firm primarily constructs portfolios using equity and fixed income securities, ETFs, and mutual funds, focusing on long-term growth and risk management. Their strategy emphasizes asset allocation, regular portfolio rebalancing, and tax-efficient investing for individuals and families, with high attention to fiduciary responsibility, transparency, and holistic financial planning.
Top Holdings
Equity Positions (258)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DGRO | ISHARES TR | 6.60% | $83.5M | 1,306,447 | $54.06 | $63.94 | +$3.1M |
M MSFT | MICROSOFT CORP | 3.58% | $45.4M | 91,229 | $146.55 | $497.41 | +$11.6M |
I IWY | ISHARES TR | 2.55% | $32.2M | 130,751 | $172.41 | $246.51 | +$4.5M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.50% | $31.7M | 65,167 | $249.75 | $485.77 | -$3.4M |
J JPM | JPMORGAN CHASE & CO. | 2.47% | $31.3M | 108,075 | $103.26 | $289.91 | +$4.6M |