A complete list of active advisors currently associated with Primus Trust

Warmer can help you find a great advisor at Primus Trust or one who fits your needs even better.

Primus Trust primarily provides investment advisory and trust-related services to pooled vehicles and institutional or corporate account structures rather than individual retail clients. The firm focuses on managing institutional assets and administering accounts set up for business or organizational purposes. The firm’s operating model emphasizes internal governance and compliance oversight, with a designated chief compliance officer responsible for supervising firm activities and enforcing a code of ethics. Investment management and administrative processes draw on the principals’ combined backgrounds in finance, accounting and operations research to support institutional record‑keeping and reporting. What is distinctive about Primus Trust relative to many peers is the prominence of accounting and corporate finance experience on its team: one principal holds a degree in accounting and has served as a CFO and finance manager, and senior personnel have prior executive roles in banking and insurance. The firm’s staff also maintain non‑investment businesses (for example, involvement in early‑childhood education entities) and prior employment at finance/insurance organizations, reflecting an atypical mix of accounting, corporate finance and operational experience for an investment manager of this type.

To learn more about the advisors currently working at Primus Trust, 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.