Owners & Families

You’ve earned it. We’ll help you see it lasts.

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Our Expertise

High-level service for wealth preservation and growth.

Investment strategy
and management

Investment strategy
and management

Meet your financial goals with our bottom-up approach to portfolio construction.

Endowment and
foundation management

Endowment and
foundation management

Preserve and grow your charitable legacy by leveraging our extensive experience investing on behalf of not-for-profit organizations.

Financial
education

Financial
education

Gain a clear picture of how decisions impact your wealth through our personal interactions and client communications.

Fiduciary
collaboration

Fiduciary
collaboration

Foster holistic investment management through our partnership with all of your fiduciary representatives.

Alternative
investments

Alternative
investments

For qualified clients, we offer access to our expertise and network of hedge fund, private equity, and real estate managers.
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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

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.

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

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.

Trust your assets with our expertise.

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