Gary Silverman, CFA and partner in the firm, heads this practice area geared towards individuals with at least $500,000 of investable assets. We combine comprehensive financial planning with world class discretionary asset management to create custom portfolios designed to meet our clients’ objectives with the least amount of risk possible.
Process
Blue Prairie Group financial consultants begin each relationship with a detailed profile so that we can understand your short and long-term needs.
We look at the entirety of your financial life including retirement, investments, estate planning, risk management and charitable giving. Only after we understand your unique situation, long-term needs and risk tolerance do we develop a tailor made plan for you. We then develop a custom investment policy statement that details your goals, risk tolerance and performance benchmarks.
We realize that life is not static and neither are your financial plans. So we sit down with you on a regular basis to review assumptions and goals and to make sure we’re on target.
Breadth and Experience
Our financial consultants all have proven track records, with years of experience in the field. We take a team-based approach to solving client problems and reward collaboration, not competition. If your needs require it, your consultant will bring in other advisers who can provide a more specialized perspective on your particular area of concern.
We are dedicated to staying on the cutting edge of new ideas and possibilities in the world of investment consulting. Employees are hired based on their practical experience and education, and are encouraged to pursue advanced degrees and designations. So your adviser stays abreast of financial trends and options, and understands their broader implications.
How we work
At Blue Prairie Group, our structure and principles are open and clear. Our process is comprehensive. And our experience is available to you both as individual experts in a particular specialty and as team members looking at all aspects of your financial needs.
We expect to develop a long-term relationship with our clients. Ongoing planning and monitoring is a vital component of our process so we schedule regular check-ups with you to review assumptions and to make sure we’re on track.