Prepared Retirement Institute LLC
Prepared Retirement Institute LLC is a fee-only financial planning and investment adviser firm headquartered in Lansdale, Pennsylvania, within the Philadelphia metro area. The firm, founded to provide comprehensive wealth management services, focuses on serving high-net-worth individuals—specifically the widowed community, business owners, individuals, and families across the United States. With approximately 9 employees, PRI positions its advisors as 'Chief Financial Officer' for clients, providing high-touch, personalized financial planning, investment advisory, estate planning, and tax optimization services.
Investment Strategy
Prepared Retirement Institute LLC employs a collaborative, customized approach to financial planning and investment management. Their strategy focuses on acting as a financial partner for each client, combining portfolio management with comprehensive planning, tax optimization, estate and retirement planning, and risk management. PRI leverages a team-based philosophy for investment decision-making, ongoing education, and transparent, fiduciary service. The firm tailors each investment plan based on the unique goals, risk tolerance, and priorities of each client, using a holistic, evolving approach to adapt to changes in the financial landscape and client circumstances.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 12.06% | $23.1M | 107,176 | $176.40 | $215.79 | +$2.0M |
S SCHD | SCHWAB STRATEGIC TR | 8.38% | $16.1M | 589,185 | $25.71 | $27.30 | +$1.5M |
F FELG | FIDELITY COVINGTON TRUST | 7.90% | $15.2M | 368,617 | $36.28 | $41.12 | +$6.3M |
I IHDG | WISDOMTREE TR | 6.51% | $12.5M | 270,876 | $42.86 | $46.08 | +$1.8M |
C CMBS | ISHARES TR | 6.24% | $12.0M | 243,784 | $48.67 | $49.07 | +$4.3M |