Prism Advisors, Inc.

Overview

Prism Advisors, Inc. is an independent registered investment adviser that began its SEC registration in 2017. The firm is organized as a corporation with individual ownership and focuses on serving individuals and families. Its client work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Prism bills using a mix of percentage-of-AUM fees, hourly charges, and fixed fees. The firm does not advertise itself as an ESG-focused investor and is not positioned as a capital allocator to bespoke direct deals; instead, it uses third-party managers and pooled vehicles for alternative exposure. It appears to operate from a single office and concentrates custody with a major retail custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices