Your Success is Our Focus
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.
I work with the following types of clients
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Minimum Portfolio Size for New Managed Accounts