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.