CLEVELAND
Prim Capital Corporation
6500 Rockside Road
Suite 370
Independence, OH 44131
USA
Phone: 216.830.1111
Fax: 216.447.1938
Toll Free: 800.443.1290
E-mail:
contactprim@primcapital.com

BEACHWOOD OFFICE
One Chagrin Highlands
Suite 200
Beachwood, OH 44122

NEW YORK
445 Park Avenue
9th Floor
New York, NY 10022

Prim Capital Corporation was founded to provide objective long-term financial planning and investment strategies for individuals, trusts, and institutions. Headquartered in Independence, Ohio with offices also in New York, Prim Capital blends the diverse talents of its principals into a cohesive team approach to solving client objectives.

Long before any strategy is implemented, we take the time to understand each client's goals, risk tolerance, income requirements, tax position and investment time horizon. Only when the picture is complete do we design a financial plan with portfolio. We adjust that portfolio as each client's needs change. This customized approach is a natural result of the close relationships - built upon frequent consultation over a long period of time - that we create with our clients.

Prim Capital's management has a long tradition of serving key leadership roles in their communities and the financial services industry. The firm's principals have industry experience dating back several decades. They hold advanced professional degrees and designations and are focused on achievement of our clients' most important financial goals and objectives.

Prim Capital's services to individuals are grounded in decades of service to institutional clients. The methodologies developed over the years to benefit our multi-million dollar pension and endowment clients have been utilized to develop our private client services.

In fact, we've structured our organization for the client. We carefully monitor the number of relationships each investment executive supervises and employ a team approach to help ensure that investment officers are available to their clients.

Moreover, we welcome input from our clients' other professional advisors, including their accountants, attorneys, trust officers and others and work with these professionals on an ongoing basis.   

Prim Advisors, Inc., a Registered Investment Advisor (RIA) firm, is a wholly owned subsidiary
of Prim Capital Corporation.

Prim Securities, Incorporated, our licensed broker-dealer, is a member of both the
NASD www.FINRA.org and the SIPC www.SIPC.org

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