Prevo Financial
Steady stewardship for the wealth you are building.
Prevo Financial partners with individuals, families, and institutions to manage, protect, and grow capital with clarity and discipline. Every recommendation is backed by research you can see — and question.
Who we are
A disciplined partner for every stage of wealth.
Founded in 1998, Prevo Financial has grown into a trusted advisory firm managing capital for more than eleven thousand households and institutions. We combine long-term thinking with rigorous research, so every decision is grounded in evidence, not guesswork.
Independent by design. Advice free of product-sale incentives.
Research-led. A dedicated team behind every portfolio.
Built for the long term. Relationships measured in decades.
By the numbers
$48.6B
Assets under management
11,200
Households & institutions served
27
Years of stewardship
98%
Annual client retention
What we do
Four practices, one standard of care.
Tap any practice to see how we work with you.
1
Wealth Management
Personalized portfolios built around your goals and risk tolerance.
Discretionary and advisory mandates, tax-aware rebalancing, and quarterly reviews.
2
Retirement Planning
Income strategies designed to last a lifetime.
Drawdown modeling, pension consolidation, and Social Security optimization.
3
Corporate Advisory
Treasury, liquidity, and risk solutions for institutions.
Cash management, hedging programs, and board-level reporting.
4
Estate & Legacy
Preserve and transfer wealth across generations.
Trust structuring, philanthropic planning, and beneficiary coordination.
Performance
Consistent, compounding growth.
Growth of a representative balanced portfolio, indexed to 100 at the start of 2019. For illustration only — past performance is not a guarantee of future results.
100
2019
108
2020
122
2021
116
2022
138
2023
159
2024
Client trust
“Prevo helped us navigate a complex liquidity event with total clarity. They earned our trust years ago, and they keep earning it.”
Marielle Fontaine
Chief Financial Officer, Halden Group