A complete list of active advisors currently associated with Prp

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

PRP provides investment management and retirement-plan consulting to individuals, trusts, small businesses and qualified retirement plans. Its advisory services include developing written investment policy statements, participant education, plan document design, actuarial valuations, DOL Form 5500 preparation, and coordination with recordkeeping/TPA providers. The firm’s investment advice is grounded in Modern Portfolio Theory and emphasizes long-term, asset-class exposures implemented primarily through passive mutual funds, with a stated preference for Dimensional Fund Advisors’ institutional funds and the use of model portfolios. PRP uses portfolio allocation software to evaluate alternatives, offers discretionary and nondiscretionary management, and conducts periodic account reviews with an annual rebalancing process. A notable aspect of PRP relative to many independent advisers is the integration of formal actuarial and pension-consulting services alongside investment management; the brochure identifies actuarial valuations and plan design as core services and indicates the firm’s principal is an enrolled actuary who performs actuarial work in the industry. The firm also describes an ERISA-style participant advisory program delivered through bundled retirement platforms and routinely works with institutional-grade fund menus and recordkeepers, reflecting a focus on plan-level and institutional solutions that is less common among peers of similar size.

To learn more about the advisors currently working at Prp, 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
Ernie Galliani	Houston, TX	24

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