Holy City Prosperity, LLC

Holy City Prosperity provides investment management and financial planning to individuals, high‑net‑worth clients, trusts, charitable organizations, and business entities. The firm offers comprehensive portfolio management alongside standalone financial planning and consulting services covering retirement, estate and charitable planning as well as corporate and personal tax planning.

The firm uses a broad set of analytic techniques — including fundamental, technical, quantitative, sector and cyclical analysis — and implements asset‑allocation approaches that range from strategic to tactical and core‑satellite. Investment implementation can include ETFs, fixed income, municipal bonds, short‑ and long‑term purchases, and the firm may employ margin or borrowed funds in separately managed accounts when consistent with a client’s objectives and risk tolerance.

Distinctive features include an explicit focus on charitable organization clients and an expanded planning slate that includes cost segregation studies, corporate structure advice, real estate analysis and lines‑of‑credit evaluation, services that are less common among similarly sized independent advisers. The firm requires client accounts to be custodied at Trade‑PMR and manages a relatively small client base with about $27 million in discretionary assets, which supports a boutique, hands‑on model but limits scale compared with larger peers.