Prism Capital Management
Prism Capital Management, LLC is an independent, fee-only investment advisor (RIA), providing investment management and consulting services to individual and institutional clients.
As a fee-only investment advisor Prism Capital does not receive commissions, revenue sharing, or third party payments of any kind. Nor do we participate in any "soft dollar" or other arrangements involving the exchange of business for research or other goods or services. Client fees are our sole source of revenue.
Prism Capital serves its clients in a fiduciary capacity. As a fiduciary, we owe a duty of care, diligence, and undivided loyalty to our clients, and we take this responsibility very seriously. The duty owed our clients is foremost in all we do.
Investment Management
Our disciplined approach to the investment management process focuses on asset allocation, valuation, and the prudent management of risk.
Investment Philosophy
Asset Allocation
Valuation
Client Services
We work closely with you to develop an investment strategy tailored to meet your specific needs.
Small Business Owners
Retirement Plans
Foundations and Endowments
Individual Investors
About Prism Capital
Recent Articles
Sleeping With the Enemy
March 14th, 2010
When it comes to investing, our worst enemy may be the one we wake up with every morning.
Opportunity Knocks
November 28th, 2009
The Roth IRA was introduced in 1998. While it has proven to be a very popular alternative to traditional IRAs, IRS income limits have prevented many from taking advantage of its unique features.
Hair of the Dog
July 21st, 2009
The quickest cure for a hangover is more drink - a little hair of the dog that bit you.