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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 strategies
 
Get to Know Prima
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 PRIMA UPDATE  

New Prima Office Location

Please note that Prima will be relocating two blocks to Envestnet’s Denver offices on May 21st. Prima’s new address and phone numbers will be:
1999 Broadway, Suite 4200
Denver, CO 80202

Toll-Free: 866.924.8913

Locally: 303.824.8100

Prima Capital Joins Envestnet 

In an exciting new chapter for our firm and the clients we serve, we are pleased to announce that Envestnet, Inc. (NYSE: ENV), a leading independent provider of technology-enabled wealth management solutions to financial advisers, has completed its acquisition of Prima Capital.  Prima Capital is now Envestnet | Prima, a new operating division and business group within the Envestnet suite of solutions.

Both Prima and Envestnet are dedicated to the same mission: helping wealth management organizations build effective solutions to best serve their investing clientele. Read the press release for more information about the benefits of Prima’s acquisition.

   
 
     
     
 
 TOPICS OF INTEREST  

2012 SMA Awards

One of Prima Capital’s core competencies is identifying and monitoring SMA managers that are a cut above the rest.  We are proud to put that expertise to use in partnering with Investment Advisor magazine for the Eighth Annual SMA Awards program. 
The seven winners in five asset classes for 2012 are featured in the April issue of Investment Advisor magazine. 

Recent Prima Capital Articles 

May 2012
How Advisors Can Avoid the Nightmare of Apple in Portfolios - AAPL’s presence in decidedly non-large-cap portfolios highlights the challenges in building style-pure portfolios; holdings-based style analysis can ease that burden.

April 2012

How the Best Money Managers Exploit Market Inefficiencies - Several winners of this year’s SMA Managers of the Year highlight the different ways that managers with a strong alpha thesis add value to a portfolio.

Prima In the News

FundFire.com (subscription required)

What Mistakes Are Common in Hiring Managers? - A well-structured due diligence process that looks at managers qualitatively can go a long way toward improving the odds of selecting effective managers, says Prima Capital’s Cliff Stanton.

   
 
     
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