Prism Fund Solutions, Inc.

Overview

Prism Fund Solutions, Inc. is a small advisory corporation that concentrates on portfolio management for individuals and small businesses, alongside pension consulting and client education. The firm’s business model combines percentage-of-AUM and fixed-fee engagements and serves both individual/family and institutional clients. Prism shows a clear tilt toward liquid public markets: equities are the firm’s primary allocation vehicle and the dominant component of client portfolios. Operationally Prism acts more as an adviser and consultant than an active capital allocator. Its filings indicate it is neither an active ESG investor nor a multi-state adviser. The split between discretionary and non-discretionary work signals that a majority of client relationships are consultative, with clients retaining final trading authority.

Assets & Accounts

Public Holdings

Location & Offices