A complete list of active advisors currently associated with Prairie Ridge Asset Management, LLC
Warmer can help you find a great advisor at Prairie Ridge Asset Management, LLC or one who fits your needs even better.
Prairie Ridge Asset Management provides ongoing discretionary portfolio management and financial planning to individuals, families, businesses, and retirement plans, and also offers project-based planning and participant-level investment advice for retirement accounts. The firm manages roughly $62.8 million for a relatively small client base and documents the scope and limitations of each engagement in writing. Investment programs are implemented around globally diversified portfolios consistent with modern portfolio theory, primarily using mutual funds and exchange-traded funds and employing fundamental security analysis alongside market trend and economic cycle assessments. PRAM accepts discretionary authority for implementation while tailoring allocations and any client-imposed restrictions to each client’s objectives and risk profile. The firm’s practice is notable for including pension and retirement-plan consulting and plan-level advisory services, a capability offered by only a minority of independent advisers. The principal holds CFP and CDFA professional credentials and the firm also offers employee-benefits planning and divorce-related financial analysis, services that are less common among peers of similar size.
To learn more about the advisors currently working at Prairie Ridge Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Overland Park, KS
| 28
|
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