Michael Claude Provine

Gestionnaire de Portefeuille-Actions chez

Cary Street Partners Investment Advisory LLC

Finance

Consumer Services

Profil

Mr. Michael C.
Provine is a Financial Advisor & Managing Director at Cary Street Partners Investment Advisory LLC.
He works with clients to design and implement investment strategies for their portfolios, incorporating tax, retirement, and estate planning reviews in helping them achieve their financial objectives.
Utilizing his legal training for his work as a consultant and advisor in client relationships, he coordinates and organizes multiple aspects of clients’ investment and other financial arrangements, working extensively with their insurance, legal and accounting professionals.
Mr. Provine was previously employed as a Managing Director by Tradition Asset Management LLC, a Chief Compliance Officer by Tradition Capital Management LLC, a Managing Director by Brundage, Story & Rose LLC, and a Co-Founder & Chief Executive Officer by Candor Wealth Advisors LLC.
He received his undergraduate degree from St. Joseph's University and a graduate degree from Temple University (Pennsylvania).

Postes actifs de Michael Claude Provine

Sociétés	Poste	Début
Cary Street Partners Investment Advisory LLC Cary Street Partners Investment Advisory LLC Investment ManagersFinance Cary Street Partners strategically utilize both active and passive strategic investment strategies and structure highly diversified portfolios based on a stable asset allocation approach. The firm offers a range of diverse portfolios with varying risk/return mandates and executes portfolios through state of the art block trading technology and an objective open-architecture platform. They design core, liquid portfolios to complement illiquid or narrow asset classes and has access and expertise in private non-liquid solutions.	Gestionnaire de Portefeuille-Actions	-

Tous les postes actifs de Michael Claude Provine

Anciens postes connus de Michael Claude Provine

Sociétés	Poste	Fin
Tradition Asset Management LLC Tradition Asset Management LLC Investment ManagersFinance Profile Unavailable.	Fondateur	01/06/2020
Candor Wealth Advisors LLC Candor Wealth Advisors LLC Investment ManagersFinance Candor Wealth Advisors works with clients to select world class third party asset managers who are deployed to construct diversified portfolios that meet each client's objectives. Asset classes may range from US domestic equities to international equities and bonds, to tax-free investments, to private investment opportunities or commodities among others. Candor utilizes several types of investment vehicles, such as separately managed accounts (SMAs), ETFs, mutual funds, money markets, structured notes and partnerships. In addition, the firm utilizes some fixed-income instruments. Although the type of investments might vary, most of the investment vehicles have some form of equities or fixed-income in their strategic and tactical makeup. Candor helps mitigate risk by selecting strategies, investment venues and particular securities within diversified portfolios that spread security risk across numerous companies and particular sectors of investment. Where clients' circumstances are deemed appropriate, the firm also utilizes hedges or securities that are inversely correlated with market price movements in order to reduce the overall volatility of portfolio of equity securities. Candor may utilize inversely correlated equity securities only as hedges and not as speculative trading vehicles. The firm may also utilize ETFs for certain commodities that are not diversified. This exposes the investor to price fluctuation on the underlying commodity or commodities. Candor helps mitigate this risk by limiting the percentage of client capital which will be deployed and mixing these ETFs into a broadly diversified portfolio. They may also utilize structured notes or structured products to meet some of their asset class objectives or as hedging instruments. In addition, Candor may use partnerships to provide exposure to real assets such as real estate, energy production or timber.	Directeur Général	05/01/2016
Brundage, Story & Rose LLC Brundage, Story & Rose LLC Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	-
Tradition Capital Management LLC Tradition Capital Management LLC Investment ManagersFinance Tradition Capital Management (TCM) employs a GARP investment approach. The firm focuses on investments in companies with above average earnings growth that are trading at a discount to their estimated fair value. While TCM's equity investment strategy concentrates on large companies, they selectively include medium and smaller companies in their portfolios where client circumstances and objectives warrant. The firm targets emerging growth companies with the potential to become large companies. TCM seeks to generate higher returns by selecting companies with the potential to rapidly grow their business in the near future. For clients with the primary goal is income and capital preservation, TCM manages balanced portfolios with a median equity allocation of 40% to 60%. For clients with the primary goal of growth and appreciation, the firm manages portfolios with a median equity allocation of 60% to 80%. Though not limited by sector, TCM tends to invest in the stocks of large-cap companies in the consumer non-durables, healthcare technology, energy minerals, producer manufacturing and electronic technology sectors. Most of their investments are in companies located in the US, Europe and the Middle East. The firm maintains a low turnover rate. TCM's fixed-income investment strategy emphasizes preservation of capital and principal stability. The firm focuses on investments in higher quality bonds with investment grade ratings. They avoid investing in lower rated bonds, especially high-yield or junk bonds.	Fondateur	-

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Sociétés liées

Entreprise privées	7
Brundage, Story & Rose LLC Brundage, Story & Rose LLC Investment ManagersFinance Provides investment advice	Finance
Tradition Capital Management LLC Tradition Capital Management LLC Investment ManagersFinance Tradition Capital Management (TCM) employs a GARP investment approach. The firm focuses on investments in companies with above average earnings growth that are trading at a discount to their estimated fair value. While TCM's equity investment strategy concentrates on large companies, they selectively include medium and smaller companies in their portfolios where client circumstances and objectives warrant. The firm targets emerging growth companies with the potential to become large companies. TCM seeks to generate higher returns by selecting companies with the potential to rapidly grow their business in the near future. For clients with the primary goal is income and capital preservation, TCM manages balanced portfolios with a median equity allocation of 40% to 60%. For clients with the primary goal of growth and appreciation, the firm manages portfolios with a median equity allocation of 60% to 80%. Though not limited by sector, TCM tends to invest in the stocks of large-cap companies in the consumer non-durables, healthcare technology, energy minerals, producer manufacturing and electronic technology sectors. Most of their investments are in companies located in the US, Europe and the Middle East. The firm maintains a low turnover rate. TCM's fixed-income investment strategy emphasizes preservation of capital and principal stability. The firm focuses on investments in higher quality bonds with investment grade ratings. They avoid investing in lower rated bonds, especially high-yield or junk bonds.	Finance
Temple University (Pennsylvania) Temple University (Pennsylvania) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
St. Joseph's University St. Joseph's University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Candor Wealth Advisors LLC Candor Wealth Advisors LLC Investment ManagersFinance Candor Wealth Advisors works with clients to select world class third party asset managers who are deployed to construct diversified portfolios that meet each client's objectives. Asset classes may range from US domestic equities to international equities and bonds, to tax-free investments, to private investment opportunities or commodities among others. Candor utilizes several types of investment vehicles, such as separately managed accounts (SMAs), ETFs, mutual funds, money markets, structured notes and partnerships. In addition, the firm utilizes some fixed-income instruments. Although the type of investments might vary, most of the investment vehicles have some form of equities or fixed-income in their strategic and tactical makeup. Candor helps mitigate risk by selecting strategies, investment venues and particular securities within diversified portfolios that spread security risk across numerous companies and particular sectors of investment. Where clients' circumstances are deemed appropriate, the firm also utilizes hedges or securities that are inversely correlated with market price movements in order to reduce the overall volatility of portfolio of equity securities. Candor may utilize inversely correlated equity securities only as hedges and not as speculative trading vehicles. The firm may also utilize ETFs for certain commodities that are not diversified. This exposes the investor to price fluctuation on the underlying commodity or commodities. Candor helps mitigate this risk by limiting the percentage of client capital which will be deployed and mixing these ETFs into a broadly diversified portfolio. They may also utilize structured notes or structured products to meet some of their asset class objectives or as hedging instruments. In addition, Candor may use partnerships to provide exposure to real assets such as real estate, energy production or timber.	Finance
Cary Street Partners Investment Advisory LLC Cary Street Partners Investment Advisory LLC Investment ManagersFinance Cary Street Partners strategically utilize both active and passive strategic investment strategies and structure highly diversified portfolios based on a stable asset allocation approach. The firm offers a range of diverse portfolios with varying risk/return mandates and executes portfolios through state of the art block trading technology and an objective open-architecture platform. They design core, liquid portfolios to complement illiquid or narrow asset classes and has access and expertise in private non-liquid solutions.	Finance
Tradition Asset Management LLC Tradition Asset Management LLC Investment ManagersFinance Profile Unavailable.	Finance