Prism Capital / Financial Advisor in Columbia, Missouri

Prism Capital Management, LLC is an independent, fee-only investment advisor (RIA), registered in the state of Missouri. We provide investment management and consulting services to individual and institutional clients.

As a fee-only investment advisor Prism Capital does not receive commissions, revenue sharing, or third party payments of any kind. Nor do we participate in any "soft dollar" or other arrangements involving the exchange of business for research or other goods or services. Client fees are our sole source of revenue.

Prism Capital serves its clients in a fiduciary capacity. As a fiduciary, we owe a duty of care, diligence, and undivided loyalty to our clients, and we take this responsibility very seriously. The duty owed our clients is foremost in all we do.

Specialties

401K Consulting Asset Protection CFA Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds Estate Planning Fee Only Fiduciary Independent Investment Advisor Investment Consulting Investment Policy Statements Investment Services IRA MBA Passive Investment Strategies Pension Plan Design & Management Professional Wealth Management Retirement Distribution Plan Retirement Planning Stocks Sustainability Synergistic Portfolio Planning Wealth Management Young Investors