Sean Reitenbach

Price Associates uses a complex and multifaceted approach to investment analysis and asset management decisions. They integrate ESG factors into their investment research process. The firm focuses on the ESG factors they consider most likely to have a material impact on the performance of securities in client accounts. Price Associates also focuses on their analytical process on three areas of research: the industry, the contracts issued, and the creditworthiness of each individual issuer.

Provides brokerage services

Functions as a College/University

Prosperity develops an investment plan for each client based on their time horizons, risk tolerance, and financial goals and objectives. Portfolios are managed using a combination of active and passive management styles, based on the belief that while passive (index-based) investment management is well-diversified and effective in some markets, not all markets are suited to the passive approach. In some areas, individual stocks and individual bonds may be chosen. The investment committee uses sophisticated technology to evaluate a wide range of investments.