Prime Fund Management - Alternative Investments

Products and Services

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

Equity Investments
Common and Preferred Stocks

Cash and Equivalents
Money-Market Funds
Short-Term Liquidity Strategies

Taxable Fixed-Income Investments
U.S. Treasury Bills, Notes, & Bonds
U.S. Government Agency Notes & Bonds
Corporate Bonds
Preferred Stocks
High-Yield Bonds

Tax-Exempt Fixed-Income Investments
General Obligation Municipal Bonds
   Limited General Obligation Bonds
   Pre-refunded Bonds
   Zero-Coupon Bonds
Revenue Bonds

Educational Savings Alternatives
Coverdell IRAs
529 Plans

Retirement Planning Alternatives
Individual Retirement Accounts (IRAs)
Rollover IRAs
401(k) Plans
Profit Sharing Plans
Pension Plans

Investment Services
Separately Managed Accounts
  Hedge Funds
Fund of Hedge Funds
   Exchange-Traded Funds
   Alternative Investments
   Private-Equity Funds of Funds
   Public and Private Real Estate

Financial Planning
Estate and Income Tax Planning
Retirement Planning
Charitable Giving Programs
Education Planning
Health Savings Accounts
Investment Asset Allocation
Employee Stock Option Strategy
Investment Policy
Consolidated Reporting