We Help Advisors Navigate the Markets
Markets never stop moving—and neither does the news surrounding them. Interest rates, inflation, earnings, geopolitics, Federal Reserve policy, technology, and economic data can all influence investor sentiment, sometimes within the same day.
For advisors, staying informed enough to confidently discuss these developments with clients requires significant time and attention. PRG helps simplify that responsibility. Our investment team provides advisors with timely market commentary, investment research, advisor talking points, and quarterly market updates designed to explain what is happening, why it matters, and how we are thinking about portfolios.
Our quarterly market outlook webinars are available to both advisors and clients and are designed to make complicated investment topics understandable without oversimplifying them. Advisors can use these resources to reinforce conversations with clients; this becomes particularly valuable during periods of market volatility. Investors today receive a constant stream of financial information through television, social media, podcasts, and online platforms. Unfortunately, the most alarming headline often receives the most attention.
PRG helps advisors provide something different: perspective and context.
Rather than reacting to every headline, our goal is to help clients understand how current events fit within the broader economic and investment environment. Providing clients with a consistent, disciplined investment message can help advisors keep conversations focused on long-term financial goals rather than short-term market noise.
Portfolios Designed for Real Clients
The backbone of Portfolio Resource Group is our approach to portfolio construction. Our investment strategies are designed around the reality that clients have different objectives, risk tolerances, income needs, and stages of life. Rather than relying on a single investment style, PRG provides a range of actively managed models and strategies that advisors can use across their client base.
At the center of our portfolio construction process is our Four Corners Approach, which combines:
- Actively managed strategies
- Index-based investments
- Core individual stocks
- Tactical portfolio enhancements
Together, these components create broadly diversified portfolios using stocks, mutual funds, and ETFs while allowing our investment team to adapt portfolios as market conditions and investment opportunities evolve. At the same time, the portfolios benefit from the ongoing research, monitoring, due diligence, and portfolio management of Prosperity's investment team.
Beyond our core asset-allocation models, PRG also offers specialized strategies for clients with different needs, including individual-stock portfolios and income-oriented strategies designed for investors seeking consistent portfolio cash flow.
An Investment Team Behind Your Practice
As an advisor, your time is one of your most valuable resources. Growing a practice, developing client relationships, building financial plans, meeting with families, and helping clients navigate important life decisions already require significant attention. Building and maintaining an investment management process on top of those responsibilities can become another full-time job.
Portfolio Resource Group gives advisors access to a dedicated investment team without requiring them to build that infrastructure themselves. We provide the research, portfolio management, market communication, and investment resources. Advisors maintain the most important part of the relationship: their clients. The result is a partnership designed to help advisors operate more efficiently, communicate more confidently, and deliver a consistent investment experience across their practices.
And you don't have to take our word for it.
“I’ve been a PRG member for several years, and it has been a great investment in my practice! I feel as though I gained 2-3 team members with this alliance. PRG provides me with a level of skill and depth in economic research and investment management that I would not have myself and allows portfolio customization that aligns with my investment philosophy for clients. Most importantly, I can spend more of my time on what I do best - focusing on my clients and growing my client base. And I do this with the utmost confidence that PRG is handling the research and providing the services, products and technologies that support my clients’ goals. But the proof is in the numbers as well. Since coming on board with PRG, I’ve nearly quadrupled my assets under management, added 200 additional accounts and my account average is higher as well.”
Matt Porter, CFP® AIF® Cornerstone Advisory Group
“Being a member of PRG, I have realized significant benefits for my practice. I’ve saved time, reduced costs for myself and my clients, and have been able to provide greater differentiation of investments for clients. Investment research and portfolio management are, in my opinion, very inefficient to do oneself. I’d much rather spend my time with existing and potential clients, advising them on a plan to fit their goals. There are also cost benefits with PRG. As a result of being affiliated with Prosperity, sometimes I receive discounted pricing on platform fees. I know many advisors use TAMPs, but PRG is, to me, a better solution for portfolio management; TAMPs can be overly costly. I also appreciate that I have easy access to the portfolio manager with PRG. I recommend any advisor who wants to offer more options for clients, with less cost, and create a higher level of efficiency in their practice with a trusted strategic partner, join PRG.”
Curt Coulombe, CFP® CLU® ChFC® Flint River Financial Advisors
“Among the top benefits of working with PRG for me is outsourcing portfolio management to an experienced, knowledgeable team whose sole focus is research and management. PRG also provides me with an advantageous level of service ability for my clients, from customization that includes requests and legacy positions to specific feedback on accounts. But I also want to highlight how much PRG membership frees me up to focus on clients instead of the market and portfolio positions. I’m also much better equipped to discuss what’s going on in the market at a deeper level due to PRG’s excellent analysis and reliable and timely market updates and commentary. To put it simply, though my office is small, but with PRG I’m able to tell my clients that I have access to a portfolio team within my elite network of advisors that manages only our clients’ assets – and I know my clients appreciate that.”
Lori Ulm, CFP® Prosperity Financial Planning
Hearing directly from advisors who already use Portfolio Resource Groupmay be the best way to understand the impact PRG can have—not only on their investment process, but on the amount of time they are able to devote to their clients and growing their businesses.
If the benefits of PRG resonate with you, send us an emailand let's chat!
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