Overview

Prism Investment Management, Inc. provides both investment advisory services and business consulting / exit planning services under a single brand umbrella. Our office is an ensemble practice with our tax / estate attorney, and CPA partner. Our team rolled out of a multifamily office, where we worked with high net worth, and ultra-high net worth clients. An Advisor recently departed, prompting us to evaluate merger opportunities as part of our growth and continuity plan. Our lead advisor has 22 years of experience, dealing with all aspects of Advanced, tax and estate planning, as well as investment management.

After completing two acquisitions last year, we are now interested in exploring a merger with a firm whose core strength, is marketing execution, and who also has advisors interested in filling an integrator / planner role. We have a strong brand message and growth plan, and our mission and purpose speaks clearly to our core clientele, (entrepreneurs of middle market companies) while providing competitive differentiation.

We believe we are positioned to 10 x to over a billion in AUM in the next 5 years and are interested in meeting with like-minded professionals, whose goals, core competencies, and target clientele align with ours.

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