Individual Financial Planning
and Asset Management
No consultant speak. No complicated explanations. Just simple, accountable results.
As a Prime Capital Investment Advisors partner firm, we invite you to utilize the strength and resources of a national firm, delivered locally
Assets Under Management
Across the United States
Investment Advisory Committee
4 IN-HOUSE ERISA ATTORNEYS
with 57+ Years of Industry Experience
Employer Sponsored Retirement Plans
When it comes to managing your firm’s retirement plan, we oversee all aspects, from design to implementation and ongoing management. We deliver extraordinary value through clear analysis and fiduciary-focused oversight so our clients can concentrate on the things that matter most to them.
COMPREHENSIVE RETIREMENT PLAN CONSULTING AND SERVICES
FIDUCIARY FOCUSED COMMITTEE EDUCATION AND TRAINING
Does your 401k deliver enough value to retain and attract exceptional employees? It should. Contact us today for a free evaluation of your plan.
Financial Planning for Individuals
We offer the professional knowledge and guidance required to develop a plan that reflects your personal goals and dreams and brings all of the pieces of your financial life together. For over 30 years, we have worked to gain the trust and confidence of our clients by providing comprehensive and objective financial advice formalized by a written plan.
Learn more about our Financial Planning services.
FINANCIAL ASSESSMENT AND GOAL SETTING
INVESTMENT PLANNING AND ANALYSIS
Asset Management for Individuals
Our asset allocation philosophy considers your risk tolerance, time horizon, liquidity needs, investment objective(s), and investment experience before we make a portfolio recommendation. In our opinion, well-crafted investment strategies must not only acknowledge that future market movements are uncertain, they should plan for it!
Learn more about our Asset Management services for Individuals.
RISK MANAGEMENT AND PORTFOLIO ANALYSIS
INVESTMENT MANAGEMENT AND ANALYSIS