PROSPERITY ROAD, LLC

Overview

Prosperity Road, LLC is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its business model mixes percentage-of-AUM billing with hourly and fixed-fee engagements, giving flexibility for one-off planning projects as well as ongoing portfolio management. Investment activity centers on publicly traded pooled vehicles as the core of client portfolios, with a significant allocation to third‑party alternative managers. The adviser uses mutual funds and separately managed account (SMA) structures for broad market exposure while allocating to hedge fund and real estate strategies through external fund managers when appropriate. Prosperity Road does not present itself as an active ESG investor and is positioned to work with both direct clients and advisor-of-advisor relationships through selection-of-other-advisers services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices