Strategy

View Our Disciplined Approach

 

Prime Advisors provides full Investment Management services to our insurance clients. We believe our fundamental understanding of the client's business provides a significant competitive advantage in garnering after-tax income, via crossover trading between taxable and tax-exempt securities, duration selection, and after-tax yield pickup swap analysis.

Over the years, Prime Advisors has developed a host of proprietary investment technology and processes designed specifically for addressing the complexities of managing insurance company portfolios.

Prime's integrated approach utilizes these proprietary systems and dynamic financial analysis models to help our clients develop optimal investment strategies. This process is led by experienced investment professionals well versed in all of the disciplines related to managing insurance assets, including investment portfolio management, actuarial science, complex financial modeling, taxation, regulatory and rating agency issues, and investment accounting.

Prime believes our systematic and disciplined approach (Prime's Disciplined Approach sm) to the complexities of managing insurance company investment portfolios gives us a unique ability to develop customized investment solutions that integrate investment strategy with the realities of an insurance company's operations. We understand that no one approach, no one set of guidelines and no single benchmark works for every insurance company. We pride ourselves in our ability to thoroughly understand each and every client's goals and objectives, and to create customized investment solutions to help them meet those goals and objectives.