Our Team-Based Approach is Comprehensive and Easy.
Your Entire Picture (ie. Business & personal)
Based on your unique situation
Leverage our team of experts
Establish wealth creation strategies
Determine ideal source of asset transfer
Agree on and implement strategies
Establish tracking tools
Ongoing support from your financial BOD (Board of Directors)
At Prevail, managing money is more than financial. It’s personal. And it’s personalized. We never use a cookie cutter approach. Every client is different and so must be their approach to creating, growing, protecting, and distributing their wealth. The “model portfolio” where money is stacked in different funds (ex. conservative, balanced, value, growth, aggressive growth, etc.) isn’t necessarily a model for today. Today’s market is unique. And so are the needs of our clients. Since the economy, the world, and our individual situations can change at a break-neck speed, Prevail takes into account not only our clients’ risk tolerance and asset class diversification, but also their overall tax strategy—that layers in another level of protection of assets.
Active and strategic management.
Our portfolios are built from stocks that we have researched, analyzed, tracked, forecasted and tested And the strategic plan for how to leverage these investments is custom built for every client. In other words, we have flipped the typical business model on its head. Instead of employing a large number of RIAs (Registered Investment Investment Advisors Representative) to accumulate AUM (Assets Under Management), we’ve poured our resources into technical analysis to generate wealth creating opportunities for our clients. This provides our team with tremendous opportunities to help clients limit downside exposure in market down turns, and maximize upside during positive trends.