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 PRIMA SOLUTIONS  

Prima Capital® is a leading provider of investment manager due diligence, research applications, asset allocation modeling, and multi-manager portfolios to the wealth management and retirement industries. 

For independent advisors and wealth management firms of all types and sizes, Prima Capital serves as an objective third-party source of advice, analytics, and data on managed account strategies (UMA and SMA), mutual funds, ETFs, and alternative investments.

 

Custom solutions that empower advisors and improve the efficiencies and distinction of wealth management programs

 

Best-of-breed managers, globally diversified, and professionally constructed

 
Open architecture retirement solutions
 

Objective due diligence, asset allocation advice, and non-traditional investment platform

   
 
     
     
 
 PRIMA UPDATE  
Prima Capital Supports Bank of Hawaii with Objective Manager Selection
 
Prima Capital, along with Smartleaf, help Bank of Hawaii’s Investment Services Group enhance their wealth management offering.

Read the press release by clicking here. 

Also, read a FundFire.com article that discusses Bank of Hawaii’s new open architecture UMA program along with how this development fits in with industry trends: Bank Launches $2B Unified Accounts Program (FundFire.com Subscription Required)
   
 
     
     
 
 TOPICS OF INTEREST  
Recent Articles
 
WealthManagerWeb.com – August, 2010
 
 
A due diligence perspective: Assess the dilemma and lower the probability of it happening again.
 
White Paper Releases
 
August, 2010
 
Prima discusses the diversification benefits of the bank loan asset class in our updated bank loan whitepaper. Learn about the history of the asset class, recent performance volatility, and distinguishing characteristics of the asset class.
 
 Prima in the News
 
Fundfire.com - July 28, 2010
 
 
David Eral, Prima Capital’s Director of Business Development, comments on the trend of expanding SMA programs at regional broker dealers. (FundFire.com Subscription Required)
 
Quarterly Market Review

2nd Quarter 2010 - Perspective on Financial Markets and Economic Analysis

   
 
     
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