Prairie SKY Financial Group LLC
Prairie Sky Financial Group LLC is a Registered Investment Adviser (RIA) headquartered in Westchester, Illinois. Founded in 2024, the firm manages financial assets for a variety of client types, including individuals (both high net worth and other individuals) as well as a small number of charitable organizations and pension plans. The firm reportedly has 6 employees, with a significant proportion directly involved in investment advisory roles. Prairie Sky offers investment management services that focus on holistic financial planning, including tax minimization, legacy building, and personalized wealth strategies for families and individuals.
Investment Strategy
Prairie Sky Financial Group provides portfolio management tailored to the individual needs of its clients, with a focus on diversified investments selected without proprietary product constraints. The firm emphasizes tax efficiency, personalized financial strategies, and legacy planning. Their approach is to utilize a wide range of investment options from various providers, seek to minimize tax burdens through tax-advantaged accounts and efficient portfolio structuring, and help clients build financial legacies that support multi-generational wealth.
Top Holdings
Equity Positions (71)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 12.25% | $22.3M | 108,593 | $193.93 | $205.17 | -$2.5M |
A ABBV | ABBVIE INC | 11.06% | $20.1M | 108,379 | $152.65 | $185.62 | +$525.0K |
A ABT | ABBOTT LABORATORIES | 7.63% | $13.9M | 102,036 | $114.84 | $136.01 | +$1.1M |
S SPLG | SPDR PORTFOLIO | 7.23% | $13.1M | 180,872 | $53.07 | $72.69 | +$1.6M |
V VTI | VANGUARD TOTAL | 6.88% | $12.5M | 41,188 | $221.82 | $303.93 | +$1.1M |