The Prairie Wealth Process
Getting and keeping wealth takes time and dedication. But you're busy living life and working hard, doing what you do best.
Let us remove the frustrations of wealth management. We'll help you coordinate and stay on track, calling the plays for you as you drive toward your personal vision of success. We'll tap our years of experience with many customers to analyze your situation and formulate a custom wealth plan.
Then, we'll stand beside you as a trusted partner for the long term, adjusting your plan to meet the demands of life and the marketplace, while you move toward your own unique vision of success.
Investment management you can count on
The Prairie Wealth process is built on both opportunity and stability. We work with you to define your most important needs and wants. Then, we show you how to take advantage of smart investments, preserving capital, ensure cash availability and withstanding a comfortable level of risk for you.
- Using the best in class equity managers along with passive equity strategies, we tailor an equity portfolio to meet your risk objectives.
- We use fixed income/bond portfolios to meet your specific cash flow needs.
- We strengthen your portfolio and sustain your long-term goals with direct investments, such as real estate and private equity.
The four-step Prairie Wealth Advisors process
- ORGANIZE: Meet face-to-face so we can hear and understand your situation and goals. Gather as much financial information as we can to provide informed advice.
- FORMALIZE: Analyze options, set goals, develop an investment policy profile, prepare an investment allocation statement, then begin implementation.
- IMPLEMENT: Select complementary investment managers to ensure securities are aligned with personal risk tolerance and investment suitability.
- MONITOR: Rebalance your profile as needed, checking progress periodically then adapting to capitalize on best opportunities.
Would you like to know more about the process and how it could work for you? Call one of the numbers at the top of this page for a personal conversation with your Prairie Wealth Advisors representative.