Prim
Capital
Investment
Advising
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
INVESTMENT MANAGEMENT
We are available to help you establish an investment plan, implement a recently created investment plan, or manage an existing portfolio, with the goal of achieving your stated investment objectives. We try to focus on managing risk through the creation of an appropriately diversified portfolio, using investments that match your personal risk tolerance.
INVESTMENT PLANNING
We aim to customize our investment programs to match your particular investment objectives. We'll work with you to understand your financial needs and abilities to assume risk, liquidity needs, and short-and long-term goals. When this analysis is completed, we will discuss a range of investment vehicles that we believe will help you meet those objectives.
Our fundamental investment approach is to create a portfolio that is appropriately diversified across asset classes to help reduce risk while achieving your stated income and growth objectives. Listed below are sample portfolio models. We will work with you to develop a portfolio that is appropriately aligned with your needs.
Conservative
- capital preservation and moderate growth
Balanced - seeks a combination of
income and growth
Growth - potential for higher long-term return with moderate
risk
Aggressive Growth - higher long-term return potential with a higher level
of risk
Income - emphasis on income generation, with capital growth a secondary
consideration
CHARITABLE GIVING SERVICES
If you are serious about financially supporting a charity, having an investment portfolio managed specifically for charitable giving purposes may enable you to maximize the tax benefits of making regular charitable contributions. We will work with you to develop the most appropriate program to help you achieve your objectives.