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Prim Securities, Incorporated


Prim Securities, Incorporated is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
Prim Capital Corporation was founded primarily to provide objective financial planning and investment counsel; individualized, long-term financial planning; and investment strategies for individuals, trusts and institutions. Headquartered in Cleveland, Ohio, Prim Capital blends the diverse talents of its principals into a cohesive team approach to solving client objectives.Prim Advisors, Inc., a Registered Investment Advisor (RIA), offers clients access to world-class money managers at account minimums that are typically significantly lower than those required if accessing the managers directly. In addition, Prim Advisors has its own internal mutual fund wrap program.
 
Prim Advisors have a history of advising to corporations, unions, nonprofits, and other organizations.  Prim Retirement Plan Consulting provides a full range of vendor-neutral investment consulting services to plan sponsors.  Vendor-neutral means that they are structured to consider proposals from any vendor, unlike some firms that are married to a particular vendor.  In all cases, they conduct themselves as vendor-neutral investor advocates, structuring the best cost/benefit arrangement on behalf of their clients.  In addition, a variety of strategies will be utilized to address the participants' need for education about the full range of benefits offered by your plan. They offer great flexibility with regard to the selection of investment options, which can be customized to fit the needs of the corporate plan sponsor. Prim Retirement Plan Consulting will help you select a variation of investment options represented by high quality mutual fund companies. They screen a universe of mutual funds to identify those that offer experienced management, a well-articulated investment philosophy, a disciplined investment process, and a demonstrable track record of competitive results in all types of markets.
 
Prim Asset Consulting Service is a client-focused service, adopting the same state-of-the-art approaches to asset deployment and manager selection used by sophisticated institutional investors. It is a reflection of their commitment to provide their clients with superior investment programs. With PACS, assets are professionally managed by an experienced team of money managers, selected from among the world's leading institutional investment advisory firms. Financial planning is a long-term process of wisely managing your finances so that you can achieve your goals and dreams, while at the same time helping to negotiate the financial barriers that inevitably arise in every stage of life.
 
Prim Financial Planning is dedicated to assist you in gathering information and will compile the data into a clear, concise analysis that will precisely enable you to achieve financial success.


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