Prim
Capital
Investments
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
All investments and investment programs start with the development of your Investment Policy Statement to be sure that we are focused on your needs, situation, and concerns. Once developed, that IPS is the guide for investment search and selection and the establishment of the portfolio model.
INVESTMENT PORTFOLIO REVIEW
Subsequent to the initial implementation of an investment plan, we continue to actively monitor your portfolio, keeping it in line with your stated investment objectives. We may conduct periodic portfolio reviews and are committed to maintain an open dialogue with you to keep us informed about any changes that may require an adjustment to your investment portfolio.
INVESTING WITH INDIVIDUAL SECURITIES
For our high net-worth clients, we can create and manage portfolios of individual equity and fixed-income securities. In addition, we may be able to give you access to publicly-registered new issue and syndicate offerings as they become available, providing you meet certain eligibility requirements.
MUTUAL FUNDS
As part of our investment services offerings, we have access to one of the largest mutual fund supermarkets in the industry. This allows us to select from more than 11,000 mutual fund share classes from over 400 fund companies to create a customized investment portfolio to help meet your long-term financial goals.
For
more information on the Investment Process, click on the link below.
Investment
Advising