Investment Process

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, preserve capital, give back to charities you care about all while 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.
  • We help you take advantage of the benefits of using donor-advised funds to help you support the charitable organizations you care about and benefit from an immediate tax deduction.

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 (402) 488-4477 for a personal conversation with yur Prairie Wealth Advisors representative.

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Get in touch today and we will contact you to discuss your goals and priorities. Our clients are always treated with professionalism, confidentiality and personalized service.

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Prairie Wealth Advisors, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Prairie Wealth Advisors, Inc. and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Prairie Wealth Advisors, Inc.  unless a client service agreement is in place.  Any communications with prospective clients residing in states or international jurisdictions where Prairie Wealth Advisors, Inc. and its representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

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