A complete list of active advisors currently associated with Prima Innotech
Warmer can help you find a great advisor at Prima Innotech or one who fits your needs even better.
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.
To learn more about the advisors currently working at Prima Innotech, 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 |
|---|---|---|
Basking Ridge, NJ
| 9
|
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