Prescott Investor Services, Inc.

The firm provides portfolio management and advisory services to individuals and small institutions, generally working with accounts typically above $250,000 while occasionally accepting smaller accounts. It manages portfolios for both U.S. and foreign investors and also advises non-profit entities, charitable organizations, and pension or profit‑sharing plans.

Accounts are managed according to each client's written objectives and risk tolerance, with roughly 90% of portfolios handled on a discretionary basis and periodic client consultations and reporting. The investment approach is value‑oriented, emphasizing mid‑ to large‑cap dividend‑paying equities, investment‑grade fixed income, and selective use of mutual funds and ETFs for diversification, with a longer‑term focus and avoidance of frequent trading or complex derivatives unless requested.

Noteworthy distinctions include the firm’s practice of advising a small but identifiable set of charitable and retirement‑plan clients—an uncommon client mix for peers—and its maintenance of a state life and health insurance license and affiliated independent insurance agency; the firm does not actively solicit insurance business but may provide insurance products at a client’s request and would receive commissions in that context. Client assets are custodied primarily at Charles Schwab, the firm uses block trading when appropriate, and it managed roughly $60 million across discretionary and non‑discretionary accounts as of December 31, 2025.