A unique solution for independent wealth managers that value detailed due diligence and advanced asset allocation techniques. We offer substantial research/due diligence coverage, actionable product recommendations, and thoughtful asset allocation advice at a fraction of the cost to build or find elsewhere.
PrimaGuide Plus consists of three subscription modules.
Portfolio Design, Manager Selection, Investment Committee Presentations, Guidance & Industry Insight, etc.
Regular Consultation, Prima’s Consulting Services Group: Asset allocation, manager selection, and incorporating non-traditional strategies
Prima Analyst Interactions: Allows for discussion relating to asset classes, or specific managers
General Insight and Guidance: Including industry trends
PrimaGuide Plus Fact Sheet