Prestige Capital Management, LLC

Prestige Capital Management provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. Services include investment strategy development, personal investment policy creation, asset allocation, asset selection, and regular portfolio monitoring. Prestige Capital Management generally limits its investment advice to mutual funds, fixed income securities, and equities, though other securities may be used to diversify portfolios when applicable. The firm manages assets on a discretionary basis, meaning it makes trades on behalf of clients without requiring prior permission for each transaction. In addition to standard asset-based fees, Prestige Capital Management offers performance-based fee arrangements for qualified investors. The firm does not have any account minimums and requires new clients to maintain their investment for a period of one year.