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Client Service

Men sitting in office

Client Service

It’s often said, “it takes a village,” when referring to a group effort. At PRISM, we believe it takes a team – your PRISM team. Once we start working together, you’ll be assigned a team of advisors experienced in helping individuals and institutions reaching their goals. We don’t believe in one size fits all, because, quite frankly, it doesn’t. There aren’t any “off-the-shelf” plans for our clients. Everything we do is customized to your specific objectives. Whether you’re a young professional just starting out, someone who’s sold their business and is looking to invest the proceeds, a widow seeking financial direction, or a plan sponsor seeking a new fiduciary, the PRISM team will walk side-by-side with you down the path towards the stable future you deserve.


Financial Advisor Value

So why work with a financial advisor? We believe there are two key reasons: peace of mind and capital growth. But you don’t have to take it from us. Research by Vanguard shows that your advisor not only adds peace of mind, but also may add about 3% of value in net portfolio returns over time when practicing the principles defined in their study.

These principles are:

Your financial advisor is there to listen to your concerns, counsel you and guide you on the right path, and your financial advisor works with you to add value throughout the course of your relationship.

This is our framework. It’s our way of ensuring you get the greatest value, from your first inquiry until you pass on your legacy. With our team at the helm, you can rest assured you’re always receiving the best guidance for you and your unique financial requirements.


Fiduciary Oath

We believe in placing your best interests first. Therefore, we are proud to commit to the following five fiduciary principles:

  1. We will always put your best interests first.
  2. We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
  3. We will not mislead you, and we will provide conspicuous, full and fair disclosure of all important facts.
  4. We will avoid conflicts of interest.
  5. We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.