Asset Management Services
Personalized investment strategies built around your goals, timeline, and holistic financial plan
Assets may be allocated, accounts may be funded, and returns may look acceptable, but without a strategy built around your specific goals, timeline, and financial picture, it is difficult to know whether your portfolio is doing what you need it to do. At Prosperity Capital Advisors, we build and manage investment portfolios with that clarity as the starting point: a holistic strategy constructed around your complete financial plan and managed to stay aligned with it as your life evolves.
An Investment Platform Built for Significant Wealth
Individual investors often lack access to the caliber of portfolio construction available to large institutions. Prosperity Capital Advisors brings together some of the world’s leading institutional asset managers including Vanguard, BlackRock, and Dimensional Fund Advisors — alongside specialized strategies and proprietary portfolios designed to serve clients with more sophisticated investment needs.
Overseen by a Dedicated Investment Committee
Every strategy available through our platform is evaluated and overseen by our Investment Committee, a team of credentialed investment professionals who continuously assess current offerings, monitor portfolio performance, and identify emerging opportunities. The Committee applies a rigorous, research-driven process to evaluate each strategy against our clients’ planning objectives and makes ongoing adjustments as conditions and opportunities evolve. Because our advisors operate as fiduciaries, every investment recommendation is made in your best interest, without the conflicts that commission-based or proprietary product models can introduce.
Three Core Investment Approaches
We build portfolios around three primary investment philosophies, each designed to serve different client objectives. We walk you through the benefits and trade-offs of each so you fully understand why your strategy is built the way it is.
Alpha Strategies
Active management strategies designed to pursue returns above the benchmark through disciplined research and portfolio construction
Evidence-Based Strategies
Portfolios that tilt toward asset classes with a demonstrated historical track record of outperformance across factors including value, profitability, and size
Index Strategies
Low-cost, tax-efficient, broad market exposure designed to capture market returns without unnecessary complexity
What Our Investment Platform Delivers
Our platform offers a range of portfolio solutions designed to serve different goals, asset levels, and planning needs from institutional-grade core allocations to thematic overlays and income-focused alternatives.
Institutional-Grade Core Portfolios
For clients with significant investable assets, we build core allocations using globally diversified separately managed accounts (SMAs) designed to deliver broad market exposure with institutional-level construction and oversight.
Thematic Strategies for Emerging Opportunities
Alongside the core allocation, we offer access to targeted strategies designed to capture growth in areas we believe will outperform over the next decade. One example is our AI Foundations Portfolio, a proprietary thematic strategy that seeks long-term exposure to the infrastructure layer of artificial intelligence adoption including power generation, data centers, critical materials, defense, and healthcare data — rather than the more volatile application layer where outcomes are harder to predict. This type of overlay allows clients to participate in structural economic shifts with a disciplined, diversified approach.
Income-Focused and Alternative Strategies
For clients seeking income diversification or access to opportunities beyond traditional public markets, we offer specialized solutions including multi-asset income portfolios, private credit strategies, and covered call income approaches.
Tax-Managed Options
We offer tax-managed portfolio solutions designed to help reduce the impact of taxes on investment returns through strategic asset location, tax loss harvesting, and investment selection, an important consideration for clients in higher tax brackets.
Your Investments Should Work as Part of a Complete Financial Plan
The wealth you have built deserves a portfolio strategy that works in concert with your tax picture, your income needs, and your legacy goals. Connect with a Prosperity Capital Advisors advisor to start building an investment strategy designed around your complete financial picture.
