Prium Benefits
No Conflict of Interest – Prium is a fee-only advisor and not a broker. As a Registered Investment Advisor (RIA), Prium has a fiduciary duty to act in the best interest of the client at all times. Brokerage firms are typically not fiduciaries to their clients and therefore do not make decisions that are solely in their clients’ best interests.
Reporting Transparency – You will receive a monthly statement directly from our custodian, TD Ameritrade. It will list any transactions during the month and current market value of your portfolio. In addition, you will receive a quarterly report from Prium on the performance of your investments. This will show quarterly, annual, and multi-year performance of your portfolio compared to various benchmark portfolios. This is far greater information than you would get from a typical broker or financial planner. Click here to view a sample report.
Investment Management Philosophy – Prium’s philosophy is based on global, diversified, asset-class investing. All of Prium’s portfolios include an extremely broad mix of assets, both domestic and international. This philosophy emphasizes long-term results, maximizing the return-risk tradeoff, and minimizes costs to the client.
THE EFFICIENT INVESTOR
The Efficient Investor is our eNewsletter. Browse past newsletters below. If you would like to receive The Efficient Investor, please sign up at the bottom of the page.
PORTFOLIO RETURNS
CLIENT ACCESS LOGIN
