A complete list of active advisors currently associated with Prime Solutions Financial Services Corp.
Warmer can help you find a great advisor at Prime Solutions Financial Services Corp. or one who fits your needs even better.
PrimeSolutions provides investment advisory services to individual and institutional clients, delivering tailored, discretionary portfolio management and related consulting on a percentage‑of‑AUM basis. Its client roster is primarily individual (non‑high‑net‑worth) households and does not include high‑net‑worth individuals, a client mix that is less common among peers in this category. The firm follows a bottom‑up, growth‑oriented equity discipline that screens U.S. traded stocks above $1 billion market capitalization to construct diversified 25–35‑stock portfolios, supplemented by short‑ to intermediate‑term fixed income and a customized balanced strategy. PrimeSolutions combines fundamental and technical analysis, generally keeps annual turnover under 33%, and will, when suitable, employ covered option writing, option purchases, or hedging techniques. Operationally, the firm also acts in an agency capacity for repurchase transactions and provides institutional consulting services — including asset allocation studies, investment policy development, forensic accounting and litigation support — offerings that extend beyond typical retail portfolio management. PrimeSolutions votes client proxies, provides limited custody for fee debiting, negotiates account minimums on a case‑by‑case basis, and is staffed by professionals holding credentials such as CFP®, CPA and CFA.
To learn more about the advisors currently working at Prime Solutions Financial Services Corp., 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.
You can also browse Prime Solutions Financial Services Corp.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Newtown Square, PA
| 0
| |
Horshame, PA
| 23
| |
Horsham, PA
| 23
|
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