When you’re involved in managing assets for a non profit organization, meeting your fiduciary responsibilities has never been as important as it is today. We understand these issues, and work in partnership with you to preserve and grow your organization’s assets by providing the range of services you need.
| Investment Management |
Investment ManagementWhen your non-profit organization has significant dollars to invest, you need to be sure your organization’s returns are competitive. We match you with investment professionals that understand the marketplace and help move your organization’s objectives forward. We’ll work with you to build a comprehensive investment strategy – providing ideas about ways to achieve your objectives as the market, trends and tax laws change so you can feel confident your portfolio is working the way you want it to. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither PrimeVest nor any of its representatives may give legal or tax advice. Contact Us for more information, or to schedule a consultation. |
| Professional Asset Management |
Professional Asset ManagementYour investment goals and needs are unique. With the help of an investment representative you can work toward reaching your objectives through a variety of personalized programs. Your investment representative will work with you to understand your needs develop your own investment strategy, design your portfolio, implement your financial plan, review your portfolio on a regular basis and more. A wide variety of customized programs exist but with an investment representative working on your behalf, you'll have the strength and support you need to professionally manage your assets and work toward your long-term financial goals for a convenient quarterly asset management fee. Choices and BenefitsOur asset management programs are sophisticated, flexible and competitive, and provide you with a full array of features that include:
Contact Us for more information, or to schedule a consultation.
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| Trust Services |
Trust ServicesWe can help you preserve and enhance your organization for future generations with a uniquely designed trust. Besides a variety of trust services, we give you the personal attention and expertise to analyze your distinctive circumstances, before making specific recommendations.
Contact Us for more information, or to schedule a consultation. Trust services offered through ING National Trust. |
PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Securities and insurance products offered by PRIMEVEST: Not FDIC insured | May go down in value | Not financial institution guaranteed | Not a deposit | Not insured by any federal government agency.
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Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Advisory services may only be offered by an Investment Adviser Representative in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.
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