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Prasant S
CFA®
Fremont, CA
Mission Peak Investors, LLC
Prasant Sahoo is a CFA® charterholder and principal of Mission Peak Investors, LLC, an independent wealth management firm based in Fremont, CA. He has nine years of industry experience, including time as a self-employed advisor before founding Mission Peak Investors in 2017. Mission Peak Investors is a fee-only practice serving individual and family clients, trusts, and select institutional accounts. The firm focuses on discretionary portfolio management driven by bottom-up fundamental analysis, using a mix of ETFs, mutual funds, closed-end funds, and selected individual securities, with occasional tactical strategies and performance-based fee arrangements for qualified clients.
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