Quick facts

  • Blue Prairie Group is an independent, Chicago-based, fee-only investment advisory firm.
  • We provide unbiased and objective financial consulting to clients throughout the country within three practice areas: ERISA, Foundations & EndowmentsWealth Management.
  • We provide both discretionary and non-discretionary investment consulting services to nearly 60 institutional plans across a 12-state footprint. We advise or consult on $4.8 billion in assets.
  • Our staff currently consists of 14 employees.
  • Inc. Magazine has recognized us as one of the fastest-growing privately held companies for two of the past three years— in 2009 and again, in 2011. All of our growth is organic.
  • Registered Rep Magazine recognized us as one of the top 50 wealth management firms in the country in 2011.
  • The ERISA retirement plans we consult on represent nearly  60,000  participants. (As of June 30th, 2011.)
  • Our Investment Analytics Group (IAG)  monitors over 300 discrete investment strategies. In the first six months of 2011, we conducted over 100 separate manager meetings.
  • We are one of two sub-advisors to the SMART target date funds.
  • We maintain a 98% plus client retention rate.
  • We give 5% of our pre-tax profit to local charitable organizations.

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