Newtown Square, PA Office

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.