|
Prima Capital, a Matrix Financial Solutions affiliate company, is a leading provider of due diligence, research applications, asset allocation modeling, and multi-manager portfolios to the wealth management and retirement industries. For over a decade, Prima Capital has provided objective due diligence and powerful evaluation tools to advisors and wealth management firms of all types and sizes. This combination of advice and technology helps empower advisors and improve the efficiencies and distinction of wealth management programs. Today, Prima Capital is an independent source for information on managed account strategies (UMA and SMA), mutual funds, ETFs, and alternative investments through the PrimaGuide® research application and the Prima AllocationGuideTM proposal system. Prima Capital’s Target Risk Portfolios bundle the best managers from Prima’s unbiased research into a series of globally diversified, professionally constructed portfolios. Through an affiliation with Matrix Financial Solutions, Prima Capital advances open architecture retirement solutions through the MG Trust RetireFocus Funds (target-date collective investment funds) and the RetireTool(k)itTM application. For more information, visit www.primacapital.com.
|
