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Prima Capital Holding, Inc.

Investment Management Firms

  • United States of America

Description

Prima Capital Holding, Inc. offers investment research, technology, and portfolio design services for wealth management and retirement industries in the United States of America. The company offers wealth management solutions, which include PrimaGuide, a Web-based investment research application that enables financial advisors to evaluate and compare investment products, such as SMAs, mutual funds, exchange-traded funds, and alternative investments; Prima AllocationGuide, a proposal generation tool that integrates with PrimaGuide, and enables users to evaluate existing and proposed portfolios; research and due diligence services; and advice and monitoring services, and modeling and portfolio construction services. The company also constructs multi-manager portfolios and asset allocation models; and operates as a portfolio strategist for target date collective investment funds. In addition, the company offers retirement plan solutions; RetireTool(k)it, which includes tools for retirement plan advisor/broker needs; and due diligence coverage, actionable product recommendation, and asset allocation advisory services for wealth managers. Further, the company offers Prima Capital target risk portfolios, a managed investment program for a range of investors. The company also serves banks, regional broker-dealers, trust companies, and accounting firms. The company was incorporated in 1998 and is based in Denver, Colorado. As of April 5, 2012, Prima Capital Holding, Inc. operates as a subsidiary of Envestnet, Inc.

Corporate Address

600 17th Street Suite 2300 Denver, CO80202 United States of America

United States of America

303-573-7315

Tags:

Bank Capital, Investment Loans, Banking and Investment Management Services, Personal Loans, Investment Banking and Financial Services Company, Mergers and Acquisitions

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