Prodigy Asset Management LLC
Prodigy Asset Management LLC is an Omaha, Nebraska-based investment adviser founded in 2011. The firm is 100% employee-owned and serves not-for-profit organizations, high-net-worth individuals, and families, providing personalized investment management including Outsourced CIO services. With about 9 employees and over 125 years of collective experience, Prodigy focuses on long-term relationships and customized diversification across public and alternative asset classes. Their team supports clients' missions with independent, professional guidance and a relationship-driven service model.
Investment Strategy
Prodigy Asset Management provides tailored investment advisory services, including Outsourced CIO solutions for organizations and individuals. Their approach emphasizes developing customized, diversified portfolios across a broad range of asset classes, considering each client's unique goals and constraints. The firm leverages global relationships, industry expertise in institutional and alternative assets (private equity, hedge funds), and a mission-driven philosophy. Accounts are actively managed and monitored, with annual reviews and ongoing guidance. Their independent, employee-owned structure ensures unbiased advice focused on clients' best interests.
Top Holdings
Equity Positions (23)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EVTR | MORGAN STANLEY ETF TRUST | 34.75% | $77.0M | 1,496,371 | $51.45 | $51.45 | +$77.0M |
V VIG | VANGUARD SPECIALIZED FUNDS | 16.55% | $36.7M | 169,954 | $196.43 | $215.79 | +$2.2M |
T TSPA | T ROWE PRICE ETF INC | 12.36% | $27.4M | 653,122 | $37.02 | $41.91 | +$2.4M |
E EAGL | 2023 ETF SERIES TRUST | 4.50% | $10.0M | 318,889 | $27.85 | $31.26 | +$344.4K |
D DFAU | DIMENSIONAL ETF TRUST | 3.48% | $7.7M | 168,339 | $41.39 | $45.76 | +$1.9M |