Prima Innotech
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Prima Innotech is a small, independent registered investment adviser that provides discretionary portfolio management to individual clients and also offers consulting services. The firm supplements its advisory work with educational seminars and workshops, periodic newsletters and publications, and a subscription-based web platform for self-directed investors.
Investment decisions are driven by a proprietary OptionMaximizer analysis engine that uses back-tested strategies to adjust allocations with market conditions, increasing exposure to select equities in upswings and employing option strategies for downside protection in declines; the firm applies technical, cyclical, and charting methods as part of its analysis. Accounts are managed on a discretionary basis with regular monitoring and reviews, and the adviser requires clients to custody assets at Interactive Brokers.
Noteworthy for a solo independent adviser, the firm publishes hypothetical/model performance for its portfolios and offers subscription products that permit self-directed investors to track model positions and receive research, in addition to running seminars and periodic publications. At the time of the disclosure, the firm operated with roughly $250,000 in assets under management and a very limited client base, and it highlights governance and custodial safeguards (including formal business continuity procedures) alongside its model-driven investment process.
Client services
Expertise
Fee options
$0+: 0.75% (Plus portfolio style) $0+: 1.00% (Premium portfolio style) $0+: 1.25% (Silver & Momentum portfolio style) $0+: 1.50% (Gold & TurboBlend portfolio style)
$250 per hour with a minimum charge of $250
$900 per year or $100 per month for OptionMaximizer platform; monthly subscriptions range from $49 to $99 per month
Account minimum: $100,000
Main office
Basking Ridge NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Prima Innotech · Prima Innotech, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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