A complete list of active advisors currently associated with RX Investment Solutions LLC

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

Rx Investment Solutions provides discretionary investment management, financial planning and retirement plan consulting, and assists clients in selecting third‑party investment advisers. Its client base includes individuals as well as charitable organizations and pension or profit‑sharing plans, and the firm offers modular financial plans alongside ongoing portfolio supervision. The firm generally implements portfolios using model‑based asset allocation across individual stocks and bonds, exchange‑traded funds, mutual funds and closed‑end funds, and may employ both long‑term and shorter‑term trading strategies. Investment analysis emphasizes manager track records and quantitative fund metrics, accounts are reviewed periodically, and the adviser also monitors and facilitates relationships with third‑party managers where appropriate. What distinguishes Rx Investment Solutions from many independent peers is its formal retirement plan consulting practice—provided as an ERISA Section 3(21) limited‑scope fiduciary—that includes plan design review, fee benchmarking, participant education and special services such as executive benefits and plan conversion assistance. The brochure also discloses that associated persons are licensed to sell insurance products and may receive commissions, and that the firm provides rollover analyses and serves a mix of individual, charitable and pension clients, a combination that is statistically uncommon among similar independent advisers.

To learn more about the advisors currently working at RX Investment Solutions 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.

Name	Location	Years of experience
Robert Prall	Portland, OR	31

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