Delivering active management to attempt to outperform the benchmark.
Evidence Based Strategies
Tilting a portfolio towards asset classes proven to deliver outperformance.
Low-cost, tax-efficient, broad market exposures strategies to capture market return.
Working with your personal financial advisor at Prosperity Capital Advisors and going through The Bucket Plan® holistic planning process, we will educate you on the benefits and tradeoffs of each type of strategy to ensure that you are invested in a strategy that aligns with your best interest and investment objective. This cornerstone of education is part of our fiduciary commitment to deliver investment advice that ensures your needs are placed above all else.
The way you want to invest
In addition to our core strategic investment offering, you can work with your financial advisor to choose a portfolio personalized to your preferences.
From environmentally or socially conscious investments to portfolios designed to help protect from market volatility, the choice is yours.
A custom approach
We believe there is no one-size-fits-all solution when delivering investment advice. Whether you are approaching retirement and need an investment plan designed to provide reliable income or are in the accumulation phase of your life and focused on growing and maximizing your wealth, our financial advisors are here to help guide you into a custom approach to meet your needs.
In addition, our in-house investment management team and the Valor Capital Management team are consistently monitoring and evaluating our current offerings as well as new potential offerings to ensure our clients have innovative solutions to meet their investing needs. Whether it is leveraging the investment management teams at some of the world’s largest asset managers, such as Vanguard, BlackRock or Dimensional Fund Advisors, or partnering with boutique and niche managers through Valor, Prosperity Capital Advisors is committed to equipping your advisor with investment solutions to deliver the results you expect.