Probert Investment Advisers, LLC

Probert Investment Advisers provides ongoing portfolio management to individual and high‑net‑worth clients, preparing Investment Policy Statements and managing allocations across mutual funds, equities, fixed income, ETFs, real estate funds, commodities and non‑U.S. securities. The firm reports approximately $15.35 million in discretionary assets under management as of the date in its brochure.

The firm applies modern portfolio theory and a long‑term trading approach, documenting each client’s goals, time horizon and risk tolerance and reviewing accounts at least quarterly. It manages client assets directly without selecting third‑party sub‑advisers, discloses a policy of seeking fair allocation of investment opportunities, and does not accept performance‑based fees or custody of client assets.

Distinctive features noted in the brochure include the absence of percentage‑of‑assets‑under‑management fee arrangements — the firm uses non‑AUM billing structures instead — and a practice of not aggregating trades across clients. The firm also discloses that its principal owns and manages separate real estate interests that may be offered to clients, a potential conflict the firm says it will disclose and which clients are not required to accept.