A complete list of active advisors currently associated with Prentiss Smith & Company, Inc.

Warmer can help you find a great advisor at Prentiss Smith & Company, Inc. or one who fits your needs even better.

Prentiss Smith & Company manages roughly $453 million for about 300 clients and provides discretionary investment management and portfolio services to individuals, trusts, estates, charitable organizations, corporations, and endowment funds. The firm works with a small team of advisors to deliver ongoing portfolio monitoring, trade execution, and proxy voting for clients who delegate those authorities. The firm follows a long-term GARP (growth at a reasonable price) investment style that is often contrarian, beginning with quantitative screens and then applying fundamental analysis of market position, balance sheet, free cash flow, and management quality. Fixed‑income work emphasizes after‑tax, inflation‑protected returns using instruments such as TIPS, municipal and investment‑grade corporate bonds, and the firm offers both a discretionary total‑return approach and a client‑directed relative‑return strategy with strict asset allocations. Prentiss Smith & Company provides regular written communications — clients receive monthly custodian statements and quarterly portfolio evaluation reports that detail holdings, performance, fees, and transactions — a level of periodic reporting and publicly available brochure material that is less common among similar team firms. The firm is majority‑owned by the founder and immediate family and explicitly considers the societal effects of companies in its research process, though social attributes are not the sole basis for investment decisions.

To learn more about the advisors currently working at Prentiss Smith & Company, Inc., 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.