A complete list of active advisors currently associated with Premier Investment Management, LLC
Warmer can help you find a great advisor at Premier Investment Management, LLC or one who fits your needs even better.
The firm provides financial planning, discretionary investment management, and a periodic newsletter to individuals, trusts, estates, small businesses and retirement plan participants, with planning services included for managed clients. It works with retail clients across account types rather than focusing solely on high-net-worth households. Investment management is limited to growth-oriented mandates, offering a buy-and-hold option but preferring an actively managed tactical strategy; the firm will not accept fixed-income–only clients. The tactical approach uses both fundamental analysis—primarily Federal Reserve data—and technical analysis, and the brochure warns that this can produce concentrated portfolios, higher turnover, and tax consequences. Several disclosures distinguish the firm from many peers: the principal maintains a separate, licensed life insurance agency and provides commission-based insurance products (a disclosed conflict of interest), and also has an ownership interest in a broker‑dealer. The brochure also notes the principal’s relocation out of state while clients remain in their original state and an ongoing personal bankruptcy related to litigation, items the firm says are personal and do not affect its advisory operations.
To learn more about the advisors currently working at Premier Investment Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Humacao, PR
| 27
|
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