PRISM ADVISORS, INC.

Overview

Prism Advisors, Inc. is an independent registered investment adviser that focuses on serving individual and family clients, with services that include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements, allowing flexibility across planning engagements and ongoing asset management. Asset allocation leans heavily toward pooled public vehicles, with a strong preference for mutual funds and ETFs as the primary building blocks of client portfolios. Prism is not flagged as an active ESG investor and is not set up as a multi-state adviser; it operates under an individual ownership model. While the firm does not function as a capital allocator, it deploys client capital into third-party alternative managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices