Prism Advisors, Inc.

Overview

Prism Advisors, Inc. is an independent registered investment adviser formed in 2017 and owned by an individual. The firm focuses on serving individuals and families with a mix of fee arrangements, including a percentage of AUM, hourly billing, and fixed fees. Core services listed on the ADV include financial planning, portfolio management for individuals and small businesses, and pension consulting. Prism does not identify as an active ESG investor, it is not structured as a capital allocator, and it is not registered as a multi-state adviser. Portfolio construction appears to tilt toward public funds and mutual funds as primary building blocks, supplemented by selectively used alternative strategies and insurance products. The firm’s service model and fee flexibility suggest it targets high-net-worth households and small-business owners who need both planning and managed-account solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives