Advisory Services

 


While most investors understand the advantages of diversification, asset allocation and timely re-balancing of their portfolios, many don't have the experience, time or interest in applying these crucial portfolio management techniques to their own accounts. But the worst enemy of individual investors is their own emotions.

Did you know that recent research shows that, on average, an advisor’s involvement can add 3% to a client’s return net of advisory fees? Did you also know that at 8% annual rate of return, this accumulates to over 75% more in assets in 20 years without any additional contributions? Wonder why? The answer is simple! We take emotions out of the process and utilize cost effective asset allocation strategies, manage for timely re-balancing and gradual shifts towards client appropriate risk levels as retirement approaches!

At Prairie Capital Management we offer comprehensive Financial Advisory and Portfolio Management services. Our professionals have developed 15 investment models to meet a wide range of economic conditions and different risk tolerances. We utilize an active management approach to tax efficient financial products and strategically update our portfolios’ exposures based on several economic factors like Index of Leading Economic Indicators, Yield Curve, Unemployment Data and Purchasing Managers Indexes. At the same time, we offer access to a wide range of Institutional Portfolio Managers for interested clients.

If you are tired of managing your own emotions, make a change today! Contact us! We are here to help!


Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable.


1The study of 14 large retirement plans, by Aon Hewitt and Financial Engines, between 2006-2012.