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Matt Carver

Pfs Investments Inc.

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West Linn, OR 97068
(866) 6385323

About Pfs Investments Inc.

Your Success is Our Focus

Philosophy

Primerica Advisors believes that clients' investment needs are best served when advice is delivered from an independent and objective viewpoint. Primerica Advisors does not create investment models or manufacture mutual funds or exchange traded funds (ETFs). Instead, we seek out professional asset managers who have measurable track records that validate their approach to investing. We believe that through extensive quantitative and qualitative analysis, sound judgment and a consistent process, we can identify quality asset managers and investment models for our clients.

We Seek to: Provide unbiased evaluations of asset managers and models Identify asset managers that construct strategic, tactical, or asset class specific portfolio solutions Regularly monitor and review asset managers, asset allocation, and security selection decisions Provide investment and educational insights on solutions to help clients achieve investing goals

The Due Diligence Process

Primerica Advisors provides upfront selection and ongoing due diligence on asset managers and investment models. Primerica Advisors' evaluations are based on a consistent process:

Step 1: Manager Sourcing

Step 2: Multi-Faceted Evaluation Primerica Advisors focuses on three critical areas of manager evaluation. These include organizational strength and leadership, depth of investment process, and performance results.

Step 3: Ongoing Monitoring and Review Primerica Advisors' ongoing due diligence process includes quarterly and annual monitoring.

Simplicity Primerica Advisors Lifetime Investment Platform offers the ability to have multiple investment models in one account, with one statement and one fee.

General Information

CRD#

5508035

Firm CRD#

10111

Years of Experience in Financial Services

11

Number of Years with Current Firm

11

Work Experience

Matt has worked with Primerica Advisors since 2012 and enjoys educating and serving clients through their investment lifecycle to a strong investment strategy.

I work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Services

Investment Types

Mutual Funds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via email, Via phone, At my office, At your home, Video Conference

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65, Series 6, Series 26, Series 63

Compensation and Fees

Fee Structure

Fee Only