Your Wealth Was BUILT WITH ENERGY
Preserving and growing that wealth calls for a caring, passionate and highly skilled team.
At Premier, we take the time to develop a thorough understanding of your needs and goals.
This consultative approach results in an investment program that is tailored specifically for you.
We are disciplined yet nimble, a true investment edge in today’s fast markets.
We quantify, understand and control risk in accordance with our clients’ tolerances.
Our portfolios are fully transparent; invested in U.S. traded public securities.
We focus on primary company research using industry leading resources.
We principally invest in individual securities for control and tax efficiency .
We begin every relationship by uncovering each client’s unique investment objectives and risk tolerance through a time-tested interview process. If needed, a more comprehensive financial plan is created to model expected cash flows.
Our professionals then develop an appropriate asset allocation for your relationship. These foundational efforts are documented in an Investment Policy Statement which is our guide to managing your relationship and serves as a centerpiece of your regularly scheduled portfolio review meetings.