A complete list of active advisors currently associated with Prairie Rivers Investments, LLC
Warmer can help you find a great advisor at Prairie Rivers Investments, LLC or one who fits your needs even better.
Prairie Rivers Investments serves high‑net‑worth and individual clients as well as institutions, charitable organizations, endowments, employer‑sponsored retirement plans, trusts and estates. The firm provides discretionary and non‑discretionary investment management, financial planning, retirement‑plan and endowment consulting, and facilitates access to third‑party manager programs and a proprietary wrap fee program. The firm follows a goals‑based, long‑term investment approach that combines an actively managed mutual‑fund core with low‑cost index ETFs and periodic rebalancing, using the Nitrogen tool to quantify client risk profiles. Prairie Rivers supplements its advisory process with third‑party platforms (ORION) and an AI meeting‑documentation tool, and uses a documented temporary allocation for newly funded accounts prior to completion of suitability and portfolio selection. Compared with many peers, Prairie Rivers both sponsors a wrap fee program and serves other registered investment adviser clients — services that are relatively uncommon among supported firms. It manages roughly $249 million for about 280 clients with a small advisory team and offers a range of services from household wealth planning to family‑office and institutional consulting while documenting vendor security and opt‑out options for AI use.
To learn more about the advisors currently working at Prairie Rivers Investments, 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 |
|---|---|---|
Robinson, IL
| 21
| |
Robinson, IL
| 41
| |
Robinson, IL
| 13
|
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