Owners & Families
You’ve earned it. We’ll help you see it lasts.
Our Expertise
High-level service for wealth preservation and growth.
Investment strategy
and management
Investment strategy
and management
Endowment and
foundation management
Endowment and
foundation management
Financial
education
Financial
education
Fiduciary
collaboration
Fiduciary
collaboration
Alternative
investments
Alternative
investments
Our Expertise
High-level service for wealth preservation and growth.
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
Mission-driven
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.
Independent
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.
Service-focused
