Prism Fund Solutions, INC. (PRISM) provides guidance, oversight and risk management solutions for retirement plan fiduciaries, plan participants and individual investors.
Making & Meeting Goals
PRISM FUND SOLUTIONS, INC. (PRISM) PROVIDES GUIDANCE, OVERSIGHT AND RISK MANAGEMENT SOLUTIONS FOR RETIREMENT PLAN FIDUCIARIES, PLAN PARTICIPANTS AND INDIVIDUAL INVESTORS.
It's one of the most important things we can do, but it's also the most overlooked.
At Prism Fund Solutions, INC. we'll help you accomplish your future financial goals every step of the way.
Don't worry, we've got you.
Building Your Wealth
Our clients are both named fiduciaries; those functional fiduciaries that serve on committees for retirement plans and individuals seeking guidance toward establishing and creating strategies necessary to enjoy a fulfilling retirement lifestyle. At PRISM, our process is supported by leading edge software systems allowing PRISM to bring insight, knowledge and decision level information to the savings and investing process.
Your unique needs require a specialized package of services. With a focus on fiduciary responsibility, documented processes, effective retirement plan performance and design, Prism works with you to maximizing providing value and cost effectiveness while structuring services and solutions that drive the success of your retirement program.
About Prism
Prism Fund Solutions, Inc., founded in 2002, is a fee based fiduciary investment advisor. The firms’ principal and owner is Dan G. Edwards. The firm is registered and regulated by the State of Florida Department of Financial Services.
Prisms’ mission is to bring high quality, low-cost investment management services to individual investors, retirement plan participants and small business institution retirement plans. Prism Fund Solutions, Inc. operates primarily through client referrals. You may contact us today to learn how you can benefit from our wealth management process.
Fee for Service: Quarterly fee in arrears based on client assets under management.
Clients: Individuals, families, for profit and non-profit companies.