A complete list of active advisors currently associated with Prominence Capital

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

Prominence Capital provides discretionary portfolio management and financial planning to a small mix of individual clients, high‑net‑worth households, pooled investment vehicles (private funds), pension and profit‑sharing plans, and corporations. The firm states it manages both separately managed accounts and private funds and offers pension consulting and other institutional advisory services. The adviser documents client goals and constraints in an Investment Policy Statement and typically operates with discretionary authority, conducting reviews at least quarterly by its sole advisory professional. Its methods include charting, fundamental, technical and cyclical analysis, and it invests across mutual funds, equities, fixed income, hedge funds, REITs and private placements while employing strategies such as long‑ and short‑term trading, short sales, margin and options writing in separately managed accounts. Distinguishing features for a one‑advisor independent firm include active management of pooled vehicles/private funds and explicit work with institutional/pension clients while retaining all portfolio management in‑house rather than selecting third‑party managers. The firm also uses institutional custody and third‑party reporting (Charles Schwab and Advent/Black Diamond) and discloses that it does not accept performance‑based fees.

To learn more about the advisors currently working at Prominence 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.