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PRIMA IN THE NEWS
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Prima Capital® is gaining the attention of the investment press. In this section, we're pleased to provide select article reprints for your convenience and benefit. In addition to the articles below, Prima has received recent press in publications such as Investment News, Financial Advisor, and others.
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NEWS
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| From FundFire.com
Read about how Prima Capital has made inroads with independent advisors through PrimaGuide Plus. |
| From FundFire.com
Prima Capital's CIO Cliff Stanton discusses the due diligence questions that offer the most insight into the sophistication of a domestic equity product’s investment process. (FundFire subscription required) |
| From FundFire.comPrivate Bank Retools Leadership, Investing Model - Prima Capital is highlighted in this article featuring Key Private Bank’s wealth management program. The Bank has elevated its CIO to become its top officer and is continuing a build-out of a mixed platform of proprietary and third-party investing products. (FundFire subscription required) |
| FundFire.comHow Do Low Interest Rates Impact Managers? Prima Capital’s Director of Research, Shane Calhoun and Senior Investment Analyst, Nathan Behan share their insight on how today’s low interest rate environment is impacting how equity and fixed income managers invest. (FundFire subscription required) |
| FundFire.comWhat Flags Predict a Manager Will Stumble? Cliff Stanton, Prima Capital’s Chief Investment Officer, discuses the most effective tools that gatekeepers use to determine if a fundamental manager can no longer generate alpha. (FundFire subscription required) |
| Investment Advisor - August 31, 2010In the article “Wirehouse Assets: Still leading, but Losing Market Share” Gib Watson, Prima Capital’s President, comments on the impact of unified managed account programs and the breakaway broker movement in the shift of separately managed account assets from wirehouses to other advisory firms. |
| Fundfire.comIn the article Bank Launches $2B Unified Accounts Program, Prima Capital’s manager selection, ongoing monitoring, and reporting services are referenced in relation to Bank of Hawaii’s new open architecture UMA program. (Fundfire subscription required) |
| Fundfire.comDavid Eral, Prima Capital’s Director of Business Development, comments on the trend of expanding SMA programs at regional broker dealers in the following FundFire.com article. (FundFire.com Subscription Required)
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| FundFire.comIn the article “More RIAs Add Turnkey, Research SMA Platforms”, Prima Capital is discussed as a due diligence consultant that is poised to benefit from the growing trend of independent advisors that are seeking help for the selection of investment strategies. (Fundfire subscription required) |
| IMCA’s Investments & Wealth Monitor MagazinePrima Capital was recently profiled in the article “Outsourcing for RIAs” by Larry Sinsimer in the November/December 2009 Practice Management issue of IMCA’s Investments & Wealth Monitor Magazine.
For advisors seeking to join the ranks of independent RIAs, Mr. Sinsimer offers advice and background on starting a business, developing that business, and products and services from outsource providers. |
| From On Wall Street Magazine |
| Financial Planning – Bank Investment Consultant – On Wall Street | July 2009Prima’s insights on the market and economic environment were profiled in Financial Planning’s Looking Ahead: Investing Ideas and Analysis for the Week of July 13, 2009 article.
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| From American Banker | July 2009In the article Big Firms Could Find a Bigger Cut of the Action, Prima President Gib Watson comments on the prospects of the independent RIA channel as consolidation continues in the private banking and wealth management sector. American Banker subscribers, or those that are interested in a trial subscription, can read more by clicking here. |
| From Pensions & Investments | July 2009In the article Researcher says Opco Core Bond fund trouble obvious Prima’s CIO Cliff Stanton weighs in on the effectiveness of returns-based style analysis to detect fund blowups, in particular, the Oppenheimer Core Bond fund. Click here for the article. |
| From On Wall Street | June 2009
Prima's CIO Cliff Stanton weighed in on emerging markets growth and valuation considerations in the June 2009 On Wall Street's Mutual Fund Report: Asia, Tech Lead the Way.
On Wall Street , Volume 19, No. 6, June 2009 (pages 44-50) by Lee Conrad
“…Cliff Stanton, chief investment officer at Prima Capital, is on the optimistic side regarding this recent rally. He says that Prima, which provides investment research and portfolio design to wealth management practices, focuses on long-term thinking. And it feels that emerging markets have definite long-term value for investors. He would not give specifics, but he did say that Prima is increasing emerging market exposure in their asset allocation recommendations.
That stems largely from the growth potential of those emerging economies, he says. Moreover, Stanton says that gross domestic product estimates from the International Monetary Fund for emerging markets this year are 1.6%. That may not seem like tremendous growth until compared to the 3.8% declines estimated for G-7 countries, he says.
As far as emerging market investing, Stanton notes that the price-to-earnings ratio of the Russell Emerging Market Index peaked at 19 in October 2007. Then it fell to just 8 last November and it still has more gains before it can be viewed as overpriced, he says…”
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| From InvestmentNews | May 2009 |
| From FundFire | January 2009
In the article Unified Account Growth to Outpace SMAs: Study, Prima President Gib Watson comments on advisor best practices and asset trends regarding SMAs and UMAs. FundFire subscribers, or those that are interested in a trial subscription, can read more by clicking here. |
| Matrix Financial Solutions Launches the RetireTool(k)it Powered by Prima | October 16, 2008 RetireTool(k)itTM Bridges Gap Between Product and Platform to Offer Advisor's End-to-End Solution. read more... |
| Prima Capital and Hilliard Lyons | July 17, 2008 Hilliard Lyons forms a Strategic Alliance with Prima Capital. read more... |
| Prima Capital and Investment Advisor magazine | April 1, 2008 Investment Advisor magazine and Prima Capital announced today that six portfolio management teams have been chosen as winners of the 2008 Separately Managed Accounts(SMA) Awards. Read the article from Investment Advisor. |
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PRESS RELEASES
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| New PrimaGuide Plus Client - Tuesday, December 06, 2011Citizens Financial Advisors, the wealth management group of Citizens First National Bank, has selected Prima Capital to support its investment product research, due diligence, and asset allocation efforts. Read the Press Release by clicking here. |
| Prima Welcomes Gill Capital Partners as a New Client Company - Monday, October 17, 2011Gill Capital Partners, a registered investment advisor, will utilize PrimaGuide Plus to support its investment product research, due diligence and asset allocation efforts. Read the Press Release by clicking here. |
| Prima Welcomes People’s United Bank as a New Client Company - Monday, August 08, 2011People’s United Bank, the largest regional banking organization headquartered in New England, has selected Prima to support its investment product research, due diligence and asset allocation efforts. Read the Press Release by clicking here. |
| SMA Awards 2011 - Friday, April 01, 2011Prima Capital and Investment Advisor Magazine
Prima Capital and Investment Advisor magazine announced that seven portfolio managers and their respective teams have been chosen as winners of the 2011 Separately Managed Accounts (SMA) Awards. Read the press release. Read the article. |
| Prima Welcomes Weaver Wealth Management as a New Client Company - Thursday, March 03, 2011Weaver Wealth Management, a registered investment advisor, will utilize PrimaGuide Plus to support its investment product research, due diligence and asset allocation efforts. Read the Press Release by clicking here. |
| Broadridge Financial Solutions - Tuesday, November 23, 2010 |
| Prima Capital Supports Bank of Hawaii with Objective Manager Selection - Thursday, August 05, 2010 |
| Prima Capital and Investment Advisor Magazine - Wednesday, March 31, 2010Prima Capital and Investment Advisor magazine announced today that seven portfolio managers and their respective teams have been chosen as winners of the 2010 Separately Managed Accounts (SMA) Awards. Read the press release. Read the article. |
| Parrish & Co. and Prima Capital - Monday, September 28, 2009Prima Capital announced that Parrish & Co. Private Wealth Management, LLC, a newly formed independent registered investment advisor, has selected Prima to support its investment product research and asset allocation efforts. read more... |
| Prima Capital and Investment Advisor magazine | March 31, 2009 - Tuesday, March 31, 2009Prima Capital and Investment Advisor magazine announced today that seven portfolio management teams have been chosen as winners of the 2009 Separately Managed Accounts (SMA) Awards. Read the press release. Read the article. |
| Central Trust to Implement Prima AllocationGuide - Monday, March 16, 2009
Prima is pleased to announce a new alliance with Central Trust & Investment Company. To support their asset management platform, Central Trust will be utilizing Prima’s proposal generation tool, Prima AllocationGuideTM, along with data collection, in-depth analytics and portfolio design functionality. read more...
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| Prima Capital Debuts Proposal Generation Tool - Tuesday, November 25, 2008Prima Capital Debuts Proposal Generation Tool Designed to Increase Financial Advisor Efficiency and Effectiveness. Read more... |
| Prima Adds BB&T as a New Client | - Wednesday, November 19, 2008Prima is pleased to announce a new partnership with BB&T Asset Management, Inc. Prima will provide BB&T with data collection, in-depth analytics and portfolio design functionality. Read more... |
| Prima Capital and Hilliard Lyons | July 17, 2008 - Wednesday, July 23, 2008 |
| Prima Capital and Investment Advisor magazine | April 1, 2008 - Tuesday, April 01, 2008 |
| Prima Capital and Matrix Financial Solutions | May 23, 2007 - Tuesday, March 25, 2008 |
| Prima Capital and Standard & Poor's | March 30, 2007 - Tuesday, March 25, 2008 |
| Prima Capital and Fifth Third Bank | October 16, 2006 - Thursday, November 16, 2006 |
| Prima Capital adds new Board Member| September 19, 2006 - Thursday, September 21, 2006 |
| Prima Capital and US Bank | June 19, 2006 - Monday, June 19, 2006 |
| Prima Capital and Stifel Nicolaus | February 13, 2006 - Tuesday, May 09, 2006 |
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