PRESCOTT INVESTOR SERVICES, INC.

Overview

Prescott Investor Services, Inc. is a small, privately owned RIA-style advisory business that focuses on portfolio management for individuals and small businesses while also operating as an insurance broker. The firm leans toward equity-driven strategies, with a clear preference for exchange-traded equities as the primary building block of client portfolios. Advisory work is delivered on both discretionary and non-discretionary bases, and the firm charges clients by a percentage of assets under management as well as hourly fees. Prescott does not identify as an active ESG investor and is not structured as a multi-state adviser, indicating a more regionally focused client footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices