PRP

Overview

PRP is a small, privately owned advisory corporation that focuses on fee-based portfolio management for individuals, small businesses and provides pension consulting services for institutional clients. The firm runs a concentrated practice: seven clients and 12 accounts suggest tailored relationships rather than mass-market advice. Investment activity centers on pooled public funds—mutual funds are the dominant vehicle—delivered primarily through discretionary mandates. Fee billing is on a percentage-of-AUM basis, and the firm does not identify as an active ESG investor. Service mix spans high-net-worth individuals and families alongside institutional pension-related work. The split between discretionary and non-discretionary assets indicates the firm frequently takes authority to implement strategy on behalf of clients, while retaining the flexibility to advise on occasions where clients or plan sponsors retain final decision-making.

Assets & Accounts

Investments & Alternatives

Location & Offices