Specialized Strategies
At Prosperity Capital Advisors, we’ve curated a menu of specialized strategies to provide more niche solutions for you to tap into.
Whether your client wants values-based investments such as environmentally or socially aware options or requires portfolios aimed at cushioning them from volatility, we have you covered.
Our Specialized Strategies and Models
We offer separately managed accounts (SMAs) that provide a personalized investment approach.
The platform actively manages these specialized strategies to deliver reliable, professional results.
Dimensional Fund Advisors (DFA) Social Models
Our turnkey asset management program (TAMP) manages a series of model portfolios focusing on socially responsible investing using fixed income and equity asset classes within a target allocation.
DFA Sustainable Models
We manage a series of varying target allocation model portfolios comprising DFA sustainability mutual funds. These screen investments based on key sustainability issues, such as environmental impact from company emissions.
DFA Global Models
Our platform offers a series of global models allocating assets to certain DFA funds that invest in domestic and international equity and fixed income securities.
BlackRock Target Allocation ETF Models
The BlackRock Target Allocation ETF models are a suite of investment options with varying allocations to equities and fixed income. You can choose from pre-tax and tax-aware versions of these models.
Volatility Buffer Portfolio
We bundle the Innovator Ultra Buffer ETFs in a portfolio, giving your clients easy access to market exposure while limiting the downside volatility associated with direct stock market investments.
Investment Help from Our Nationwide Team
We develop and curate our specialized investment models with the help of our knowledgeable investment committee and case design team. Our models prioritize your clients’ unique needs and look to account for even the most nuanced financial situations.
