Meet Your Clients’ Investment Needs

Our investment team has curated a comprehensive investment platform by leveraging our relationships with some of the world’s largest asset managers, including Vanguard, BlackRock, and Dimensional Fund Advisors.

The result? We construct portfolios with quality and cost-efficient investments across alpha, index, and evidence-based factors.

Alpha Strategies

Deliver active management aiming to outperform the benchmark.

Evidence-Based Strategies

Tilt a portfolio toward asset classes proven to deliver outperformance.

Index Strategies

Use low-cost, tax-efficient, broad market exposure strategies to capture return.

The Way You Want to Invest

We’ve brought together core strategic models and specialized strategies to meet specific client investment needs and differentiate you as an advisor.

Whether your clients prioritize values-based investing, growth, or protection from market volatility, our platform gives you the flexibility to meet them where they are.

A Custom Approach

We believe there’s no one-size-fits-all solution when delivering investment advice. Perhaps your clients are approaching retirement and need an investment plan to provide reliable income. Or maybe they’re in the accumulation phase, focused on growing and maximizing their money.

Whatever their unique situation, our personalized offerings and knowledgeable team are here for you.

In-House Investment Help

Our investment committee continuously monitors and evaluates our offerings to accomplish these things:

  • Assess portfolio performance.
  • Identify emerging opportunities.
  • Help ensure every strategy reflects both time-tested principles and current best thinking.

We’re dedicated to equipping you with investment solutions to deliver the results your clients expect.

With an active portfolio, we give the manager the ability to make dynamic adjustments to enhance the return beyond the market benchmark. If they think inflation will creep up, they may make changes in the portfolio to address it.

An active investment approach can do powerful things:

  • Work to deliver investment alpha.
  • Offer targeted diversification exposure.
  • Deliver specific tax savings.

A popular method for advisors: You strive to deliver outperformance without market guesswork. Several factors power evidence-based investing:

  • The latest technological advancements
  • Data analytics
  • Historical statistics collection

We design this strategy to be lower cost, with the benefits of both active and indexed strategies while minimizing inefficiencies.

With long-term objectives in mind, passive market capture strategies incorporate investments that strive for long-term growth.

As a low-cost investment management solution, passive strategies don’t profit from short-term price fluctuations or market timing. Instead, they profit from long-term growth tied to the performance of an index, market sector, or collection of individual stocks and/or bonds.

These strategies have definite hallmarks:

  • Typically the lowest-cost investment option
  • Intentionally easy for clients to understand
  • Highly tax-efficient

What’s going to help keep your passive investor as a client? It’s your ability to measure the right volatility threshold they’ll accept, then match them to the right portfolio to achieve their objectives.

Our business development team is particularly valuable in helping you evaluate the opportunities.

Access Our Investment Platform

Take advantage of the vast infrastructure, resources, and support our investment platform provides.

Whether you’re looking to become a Prosperity-affiliated investment advisor representative or enter into an institutional relationship as an RIA partner, book a free 20-minute call to learn more.