We believe that our business model, investment infrastructure, service suite, people and performance distinguish us from the competition. Here’s why:
Our business model
We act as fiduciaries to all of our clients’ portfolios in all 3 of our core practice areas–ERISA Retirement, Foundations & Endowments and Wealth Management– and are remunerated solely by our clients. We have no formal or informal relationships with any marketing firms, third-party administrators or record keepers. In other words, no behind-the-scene arrangements that can lead to conflicts of interest.
Our investment infrastructure
We create and manage customized discretionary and non-discretionary investment portfolios for our clients. Our extensive investment infrastructure includes our chief investment officer (CIO), an Internal Investment Committee (IIC), our Asset Allocation Forum (AAF), and the BPG Investment Analytics Group (IAG).
A broad service suite
Blue Prairie Group provides both discretionary asset management (DAM) as well as non-discretionary asset management (NDAM) services for both individual and institutional clients with consulting services in three core practice areas: ERISA retirement; foundations and endowments; and wealth management.
98+% client retention
Our client retention rate is over 98% because we obsess over customer service. Every client has a dedicated client relationship manager and well-defined client service protocols. We use an enterprise-wide CRM system that tracks project workflow across the firm and we produce custom annual client business plans and surveys.
Experienced portfolio managers
Our portfolio manager – Gary Silverman, CFA – has over 15 years of experience designing, managing, and running fixed income and equity portfolios for all types of institutions and individual clients. At Blue Prairie Group, we use low cost, third-party money managers to build and maintain dynamic portfolios over time. He is backed up by dedicated investment analysts who are extensively trained on conducting manager due diligence. Blue Prairie Group is a sub-advisor to the collective investment trust target date funds called SMART funds.
A well-defined approach to ERISA retirement and investment consulting
Our well-defined approach to retirement and investment consulting consistently generates value-added outcomes for our clients and allows us to deliver a consistent “product.” We’ve thought long and hard about how to create and manage successful investment portfolios, how to build good institutional ERISA retirement plans, and how to improve upon the traditional investment consulting process.
A history of innovation and growth
We are recognized innovators in designing easy-to-read investment reports for busy fiduciaries, creating and managing custom target date funds, fee analysis and negotiation for ERISA retirement plans, Fiduciary-based Investment Consulting™ and employee financial education.
We are one of the fastest growing, privately-held firms in the country, and all of our growth is organic. Our business and reputation grow through referrals from our clients and through strategic business partnerships based on good work and integrity.