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Being Different

“For conformity is the jailer of freedom, and the enemy of growth” John F Kennedy

Shouldn’t today’s uncertain times call for a truly unique way to invest and a distinctive approach? When we look at the overwhelming amount of predictions and opinions on television, newspapers, and the internet, deciding how to invest can be daunting. Our approach to controlling our investors’ money and risk, in this uncertain economy, is to take a short-term market outlook and use technology

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Ups and Downs

Life is full of ups and downs and the way we deal with these changes molds us and teaches us new things.  The stock market also has ups and downs and we want to focus on them for a second. When the stock market is having an up week, month, etc it is called a bull market and when it is having a bit of a downer it is called a bear market. The traditional way of investing is such that you buy a diversified group of stocks and bonds and hold on to them for dear life. The traditional way is riding the “waves” of the market all the way up and all the

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Important Numbers

To say there is a lot of jargon and mumbo jumbo in the financial world is an understatement. Do you know the Beta, Alpha or standard deviation of your portfolio? Or how about the P/E ratio or cyclically adjusted P/E ratio…Clear as mud? He is another way to put it. Do you know your portfolio’s risk (beta) compared to the market (SP500)? Are your returns good for the level of risk you’re taking (alpha)? What kind of volatility or swings could your portfolio bring (standard deviation). Lastly, are you overpaying for the stocks or investments you hold judging

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How can we help
Hear from Noel Swain, founder of ProVest Wealth. Why he changed his approach. Watch video >
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How We Work
ProVest Wealth Advisors is a financial services firm in the upstate of South Carolina that has been delivering quality financial advice to investors for almost 30 years. While we may be 30, we are a totally modern financial planning practice. Our goal is to deliver clear, concise, actionable financial adviceRead More
Who we serve
We serve over 300 familes throughout the Carolina's, Georgia, and Florida by managing over $55 million dollars in assets.Read More