Prima Capital

		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. Wealth Management Custom solutions that empower advisors and improve the efficiencies and distinction of wealth management programs Multi-Manager Portfolios Best-of-breed managers, globally diversified, and professionally constructed Retirement Plan Open architecture retirement solutions PrimaGuide Plus Objective due diligence, asset allocation advice, and non-traditional investment strategies Get to Know Prima Sign up here for a free trial of PrimaGuide Plus and/or to receive our newly released whitepapers, webinar invites, and other industry insights.

		PRIMA UPDATE
New Prima Office Location Please note that Prima will be relocating two blocks to Envestnet’s Denver offices on May 21^st. 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. View list of winners Read the article: Online at AdvisorOne.com View the press release 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.