• "Celebrating 28 Years of Excellence!"

Prime utilizes customized performance benchmarks so that portfolios are managed to achieve returns and manage risks to match each client’s unique needs. Some important considerations in creating a customized performance benchmark are:

  • Yield, income, or total return focus

  • Tax status of the clients (after-tax and/or pre-tax returns)

  • Interest rate (duration) risk

  • Credit risk

  • Liquidity needs

Our clients have a broad diversity in their risk and return objectives. We believe we have accomplished a steady history of strong investment returns while managing the constraints faced by our clients. Please note, past performance is not a guarantee or a reliable indicator of future results

Prime Advisors, Inc. claims compliance with the Global Investment Performance Standards (GIPS®).

Prime is a federally registered investment adviser that provides investment management services for separate portfolios, specializing in the management of core fixed income investment portfolios for the insurance industry.

For information regarding performance and our composites, please contact Don McDonald at: 425-202-2040.