At Prestige Capital Strategies, we feel you deserve choices.

We have teamed with one of the largest independent broker dealers in the country, Equitable Adisors, LLC, which allows us to use multiple, unbiased strategists to assist in managing your assets. We believe everyone should have access to professional money management, not just the multi-millionaire. Our minimum account size for professional money management is currently $15,000*.

*minimums subject to change at any time

 


 

Our Philosophy

 


 

Multiple Choices

You can leverage the resource and expertise of LPL financial Research; and portfolio strategists including: AlphaSimplex Group, BlackRock, Cougar Global Investments, Innealta Capital, J.P. Morgan Asset Management, Morningstar Investment Services and Quantatative Advantage.

 


 

Full Transparency

We believe in complete transparency when working with our clients. Sadly, many investors don't actually know what they are paying in fees. We are here to help, every penny counts. Our fees are very competitive and are aligned with our clients best interests. One low fee includes investment advice, portfolio management by institutional money managers and an annual review.

 

 


 

 

Financial Planner, Retirement Planning, Asset Management, Life Insurance, Annuities, New Jersey, NJ, Edison

 

Diversified Portfolio

Being diversified can potentially allow you to return higher gains while reducing the amount of risk you are exposed to. We believe in allocating assets properly and will never take an isolated position in one stock or bond. Trying to pick the next hot stock or bond is not the answer.

 

 

 

 

 

 

 


Financial Planner, Retirement Planning, Asset Management, Life Insurance, Annuities, New Jersey, NJ, Edison

 

Disciplined Investing

 

It is prudent to have patience and follow a disciplined investment approach besides keeping a long-term broad picture in mind. Each of our strategists have their own disciplined investing strategy to remove emotions from the decisions. Disciplined investing can be the difference between failure and success.

 

 

 

 

 


 

Financial Planner, Retirement Planning, Asset Management, Life Insurance, Annuities, New Jersey, NJ, Edison

 

 

Tailored To Your Goals

Are you looking for Capital Appreciation? Are you an opportunistic investor? Are you more Risk Aware or more Socially Conscious? Are you looking for income generation? Your portfolio is built and designed for your goals in mind. Don't settle for a one size fits all strategy.

 

 

 


Financial Planner, Retirement Planning, Asset Management, Life Insurance, Annuities, New Jersey, NJ, Edison

 

 

 

 

Low AUM Fees

Up to first $250k: 1.39%

Next $750k: 1.29%

 

 


 

For Private Clients With

$1 Million or More:

0.99% and below

 

Learn more about becoming a Private Client and the additional services that are included.

 

 

 

 

 

 

 

 

 


 

Learn More About Our Investment Strategists.

Financial Planner, Retirement Planning, Asset Management, Life Insurance, Annuities, New Jersey, NJ, Edison


 

*certain strategists have minimums above $25,000.

**in order to use multiple strategists, specific minimums must be met by the strategists. For example: You would like to use BlackRock and LPL. If BlackRock has a minimum of $50,000 and LPL has a minimum of $25,000, in order to use both strategist, you need a minimum of $75,000 account balance.