PROSPETTIVA FINANCIAL

Overview

Prospettiva Financial is an independent, LLC-structured registered investment adviser that manages concentrated, equity-first portfolios for individual and family clients. The firm runs discretionary portfolio management and financial planning services, with a stated willingness to select and allocate to other advisers when needed. Its investment approach tilts toward liquid, exchange-traded instruments for core exposure while supplementing portfolios with third-party alternative real estate strategies and mutual funds for diversification and income. Fee arrangements include a percentage of assets under management alongside fixed-fee options, reflecting a mix of traditional AUM billing and planning/consulting engagements. Prospettiva Financial does not identify as an active ESG investor and reports an equities preference in its asset allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices