Garnett Investment Strategies

Paul Garnett is a financial advisor with Garnett Investment Strategies in Beatrice, Nebraska, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Primary Wealth Management, LLC since 2016 and previously operated Garnett Insurance Solutions, LLC. Outside of his advisory role, Garnett is involved in several other business activities, including managing family-owned agricultural and business investment ventures and serving on the President's Advisory Council and Foundation Board at Truman State University. Primary Wealth Management, LLC, doing business as Garnett Investment Strategies, provides discretionary investment management and retirement-plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employer plans. The firm uses an active, total-portfolio approach that integrates fundamental, technical, and cyclical analysis with a proprietary model to position portfolios toward undervalued asset classes.

Traci Garnett Froscheiser is a financial advisor at Garnett Investment Strategies with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has a background that includes work at Broker Dealer Financial Services and managing Garnett Insurance Solutions, LLC. Outside of her advisory role, she volunteers as an ambassador for the Beatrice Area Chamber of Commerce and serves on the boards of the Gage County Humane Society Foundation and NGage, a local economic development group. Garnett Investment Strategies provides discretionary investment management and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employer retirement plans. The firm uses an active, total-portfolio approach with a proprietary reversion-to-the-mean model and offers access to multiple investment platforms, including Envestnet’s UMA, APM, and mutual fund/ETF options.