Investment Process

GettyImages-496660640.jpg

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 begin every relationship by uncovering each client’s unique investment objectives and risk tolerance through a time-tested interview process. Our professionals then develop an appropriate asset allocation for your relationship. We create an Investment Policy Statement which is our guide to managing your relationship and serves as a centerpiece of your regularly scheduled portfolio
review meetings. 

We invest in quality companies that are carefully researched by seasoned professionals. We actively manage your portfolio to enhance returns, control risk and minimize taxes for individuals. Our investment professionals create portfolios with a reasoned amount of diversification; we are not closet indexers. As opportunistic investors, we are free to focus only on sectors and asset classes we find attractive.