A complete list of active advisors currently associated with Prism Capital

Warmer can help you find a great advisor at Prism Capital or one who fits your needs even better.

Prism Capital is a fee-only registered investment adviser that provides discretionary portfolio management and investment consulting to individuals and small business owners. The firm manages approximately $6 million in client assets and prepares written investment policy statements while implementing asset allocation and portfolio management. The firm’s investment approach emphasizes fundamental valuation and disciplined asset allocation, diversifying across domestic and foreign equities and fixed income, real assets, commodities, and alternative investments. Implementation typically relies on ETFs and passive funds for efficiency, with selective use of option strategies (e.g., covered calls) to enhance returns or manage risk and occasional use of active managers for less liquid exposures. What distinguishes Prism Capital from many peers is its pension consulting capability: the principal brings multi-decade institutional experience advising pension plan sponsors and has worked on immunization, liability‑driven strategies, and customized benchmarks for plans. That institutional background is applied to the firm’s consulting and policy work, and portfolio reviews and client reporting are conducted directly by the firm’s lead advisor.

To learn more about the advisors currently working at Prism Capital, 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
John Pfenenger II	Columbia, MO	18

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