Prairie Sky Financial Group

Prairie Sky Financial Group (PSFG) is an investment adviser registered with the SEC, located in Lake Bluff, IL. Established in 2024, the firm specializes in managing assets on a discretionary and non-discretionary basis for various clients, including individuals, high net worth individuals, trusts, estates, charitable organizations, and more. Acting as a fiduciary, PSFG always prioritizes clients' best interests, offering a service-oriented practice with open communication. The firm's wrap fee program allows clients to pay a single fee for investment advisory services and custodial transaction costs. PSFG absorbs client transaction fees, incentivizing the limitation of trading activities in client accounts. The annual fee for investment advice ranges from 0.8% to 1.75%, with fees negotiable based on factors like asset amount and complexity of the portfolio. PSFG's investment strategies include asset management, financial planning, and consulting, utilizing various securities like ETFs, mutual funds, individual stocks, bonds, and options. The firm conducts regular client meetings to understand financial goals, risk tolerance, and proposes tailored investment approaches. PSFG's investment philosophy involves fundamental and technical analysis, asset allocation, and active trading strategies. The firm's Code of Ethics ensures that personal investment transactions of employees align with client interests. PSFG does not exercise discretion in client accounts without written authorization. The firm recommends the custodial services of LPL Financial LLC and provides best execution through bunched trading. PSFG does not receive compensation beyond disclosed fees and commissions. The firm does not have financial conditions impairing its obligations to clients and has not been subject to bankruptcy proceedings.