Service-focused financial leadership for mission-driven organizations and motivated individuals.

More than a quarter century ago, we answered a call to provide investment services to several 501c3 organizations. Over the years, as we’ve embedded in our clients’ mission and supported their growth, our dedicated staff has created a culture that values integrity and service.

What began with one special organization has taken root and grown. It has been our pleasure to serve a select number of not-for-profit organizations and high-net-worth individuals over the years. We believe we’ve also developed a global network of highly respected investment firms around the world that share our passion for elite quality service.

It would be our privilege to learn more about your vision, and to devote our expertise to helping you preserve and grow your dream into a lasting legacy.

Our mission.

To help our clients fulfill their mission and gain financial confidence by providing education services that exceed expectations.

Our values.


Freedom from influence and special interests allow us to offer our clients honest and unique perspectives.


We believe in doing what is right and standing by it.


We relentlessly pursue new and better ways to add value to those we serve.

Investor Education

We strive to help our clients make informed investment choices that best serves their interests.

Partner with Prodigy to make the most of your assets.

What sets us apart

The Prodigy difference.

Built for lasting relationships

Our team and our client list are intentionally small. We take pride in getting to know you on a personal level and everyone on the team is committed to providing you exceptional service, direct access, and professional management.

Customized diversification

Prodigy has access to global decision-makers and expertise in  complex asset classes. Leverage our relationships and insights to customize a diversified portfolio tailored to your needs.


We make your mission our passion. Our team is committed to understanding what’s important to you and what challenges you face to lend our expertise and experience to serve you.


Because we are 100% employee-owned, you’ll always receive professional advice that best supports your objectives. This independent thought process is guided by over 100 years of collective experience.

Industry expertise

We have over 100 years of cumulative experience in managing institutional assets and alternative investments like private equity funds and hedge funds.


We pride ourselves on relationships that span generations. We believe the key to a successful partnership is delivering service that exceeds expectations. Everyone at Prodigy is empowered to help you at
any time.