Proactive Advisors Llc
ProActive Advisors, LLC is a boutique money management and advisory firm located in Lexington, Kentucky. We manage fixed income and equity accounts, including balanced accounts that utilize a proprietary investment methodology developed by our founder, a Morningstar-recognized “FIVE STAR” fund manager. Clients engage our services directly, which allows them to avoid intermediary fees while still receiving personalized attention from a fiduciary who is dedicated to managing their investments proactively.
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5
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Top roles at Proactive Advisors Llc
3 distinct titles indexed · top 3 shown.
- 1account executive
- 1chief investment officer
- 1marketing and operations manager
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