The experts at Pro CEO will draw on their financial expertise, decades of experience selecting and managing service providers, as well as their large nationwide network of investment managers, bankers, lawyers, accountants, security experts, IT managers and transportation specialists to select the best team for you and your lifestyle.
Pro CEO prides itself on independence from third party influence. We work solely for our clients and do not accept referral fees, commissions or volume based incentives from any of our managed service providers as a matter of professional ethics and integrity. Our fixed client fee offers a simple, no hidden or variable fee structure for continual advisement and ongoing lifestyle and professional affairs management.
Reasons to trust Pro CEO with your professional and private matters:
- A proven track record demonstrated over decades of performance in the financial industry
- We’re focused on providing our clients relationships with the highest quality service providers
- Aggressive negotiation of fees charged by our service providers to maintain the lowest possible cost to the client
- Honesty and Integrity are the values Pro CEO holds most dear
- Pro CEO has a long history of demonstrated competence and credibility
- We represent an in-depth and varied experience in multiple disciplines
- We possess the highest possible credentials in the accounting and finance professions
- We provide a nationwide network of top-name professional service providers