Investing for a mission that endures.
Personalized investment management and services for not-for-profit organizations, high-net-worth individuals, and families.
Who we help
Providing investment management and specialty services for select clients.
Outsourced CIO
For a select group of organizations, we’ll operate as an extension of your internal staff, acting as diligent stewards of your mission, and providing the active guidance and management needed to achieve your toughest goals.
What sets us apart
The Prodigy difference.
Built for lasting relationships
Our team and our client list are intentionally small. We take pride in getting to know you on a personal level and everyone on the team is committed to providing you exceptional service, direct access, and professional management.
Customized diversification
Mission-driven
We make your mission our passion. Our team is committed to understanding what’s important to you and what challenges you face to lend our expertise and experience to serve you.
Independent
Because we are 100% employee-owned, you’ll always receive professional advice that best supports your objectives. This independent thought process is guided by over 100 years of collective experience.
Industry expertise
We have over 100 years of cumulative experience in managing institutional assets and alternative investments like private equity funds and hedge funds.
