A complete list of active advisors currently associated with Shared Prosperity Group

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

Shared Prosperity Group provides discretionary portfolio management and related education and planning services primarily to individual clients, and its brochure also lists high‑net‑worth individuals and institutions among potential client types. The firm prepares an Investment Policy Statement for each client, monitors portfolios on an ongoing basis, and charges asset‑based advisory fees while offering general financial education via a firm YouTube channel. Investment recommendations are grounded in fundamental analysis and modern portfolio theory and implemented through a long‑term trading approach that uses a mix of equities, fixed income, ETFs, real estate funds, commodities, and non‑U.S. securities. SPG tailors portfolios to client goals and risk tolerances, may use Altruist’s Model Marketplace for third‑party model allocations, and operates with discretionary trading authority and automated custodial fee calculations. Distinctive features include a formal charitable giving framework embedded in the firm’s bylaws that directs at least 10% of gross monthly revenue to vetted U.S. 501(c)(3) nonprofits, with donations separate from client accounts and not solicited from clients. The firm is unusually small for its supported category—one advisor, roughly $680,000 in discretionary AUM and a single reported client—and requires use of a specific custodian (Altruist) while not aggregating block trades, which may affect trade execution compared with peers.

To learn more about the advisors currently working at Shared Prosperity Group, 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.