A complete list of active advisors currently associated with Prakash Investment Advisors LLC

Warmer can help you find a great advisor at Prakash Investment Advisors LLC or one who fits your needs even better.

Prakash Investment Advisors LLC is an SEC-registered independent advisory firm that provides discretionary portfolio management and financial consulting to a mix of individuals, high-net-worth households, trusts and estates, defined contribution plans, charitable organizations, and pension or profit-sharing plans. The firm also offers retirement-account advice and pension consulting, and acts as a fiduciary under ERISA/IRC when providing advice to retirement accounts. The firm builds customized portfolios through fundamental analysis and ongoing client interaction, typically using individual equities, mutual funds, ETFs, corporate bonds and, when appropriate, limited partnerships or other illiquid investments. PIAR may also employ derivatives — notably options strategies in separately managed accounts — to hedge positions or obtain targeted exposure, and it may maintain concentrated or legacy holdings consistent with client objectives. Distinctive features include active work with charitable organizations and with pension/profit-sharing plan clients plus explicit pension consulting services, a combination that is uncommon among solo independent advisors. The practice manages a modest number of client relationships with roughly $161 million in discretionary assets, and is overseen by a principal with an advanced scientific degree, which informs a research-driven, small-firm approach.

To learn more about the advisors currently working at Prakash Investment Advisors 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.