Proactive Advisors LLC

www.proactiveadvisors.com

ProActive Advisors, LLC is a boutique Money Management & Advisory firm based in Lexington, Kentucky. We manage Fixed Income and Equity accounts, including “Balanced” accounts utilizing a proprietary investment methodology formulated by our founder, a Morningstar recognized “FIVE STAR” Fund Manager. Clients engage our services directly and benefit by dropping intermediary fees. Yet they enjoy personalized attention from a fiduciary who actually watches their money.

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ProActive Advisors, LLC is a boutique Money Management & Advisory firm based in Lexington, Kentucky. We manage Fixed Income and Equity accounts, including “Balanced” accounts utilizing a proprietary investment methodology formulated by our founder, a Morningstar recognized “FIVE STAR” Fund Manager. Clients engage our services directly and benefit by dropping intermediary fees. Yet they enjoy personalized attention from a fiduciary who actually watches their money.

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Country

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State

Kentucky

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City (Headquarters)

Lexington-Fayette

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Employees

1-10

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Credentialing Coordinator

    Email ****** @****.com
    Phone (***) ****-****

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