Prime Fund Management - Alternative Investments

Financial Planning & Advisory Services

Individual Clients | Wealth Management | Financial Planning & Advisory | Charitable Giving | Products and Services

Tax efficiency – active portfolio management techniques designed to enhance after-tax returns

Strategic asset allocation – structuring a portfolio to achieve the investor's goals within the constraints of risk tolerance, time frame, and financial resources

Retirement planning – defining and quantifying the vision of retirement and then implementing an asset allocation strategy tailored to that vision

Estate and multigenerational planning – using wealth transfer strategies to create an enduring legacy for future generations

Philanthropic strategies – employing a strategic approach to gifting that maximizes the impact of charitable efforts