A complete list of active advisors currently associated with Priority Investment Management LLC

Warmer can help you find a great advisor at Priority Investment Management LLC or one who fits your needs even better.

Priority Investment Management LLC provides discretionary asset management to individuals (including high‑net‑worth clients) and business entities, delivering ongoing portfolio management, investment selection, asset allocation and monitoring. The firm documents client goals and permits written client‑imposed restrictions; it does not sponsor wrap fee programs. Investment programs are tailored to each client’s objectives, time horizon and risk tolerance and employ a mix of fundamental, technical, charting and cyclical analysis, with strategies that may include long‑term holdings, rebalancing and tax‑loss harvesting. The advisor operates with discretionary trading authority, conducts quarterly account reviews, issues custodial statements at least quarterly and performance reports at least annually, and recently changed its fee‑billing methodology to use quarter‑end valuations. The firm is a recently established, single‑advisor practice with modest assets under management (about $7.26 million) and a small client base (46 clients), and the principal combines a master’s degree in financial economics with prior industry experience. Notable operational distinctions include a policy of managing each account separately rather than aggregating trades, a position of not voting client proxies (clients vote their own proxies), and receipt of custodial research or other soft‑dollar benefits despite no formal soft‑dollar arrangements.

To learn more about the advisors currently working at Priority Investment Management LLC, 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.