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The Markets

PRIMEWEALTH MANAGEMENT SERVICES leaders, investors and analysts break down the key issues moving markets in this weekly publication The Markets, a new series from PRIMEWEALTH MANAGEMENT SERVICES.

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Our Services

What We Offer for You

Our management consulting services focus on our clients’ most critical issues and opportunities: strategy, marketing, organization, operations, technology, transformation, digital, advanced analytics, corporate finance, mergers & acquisitions and sustainability across all industries and geographies.

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Overview

PRIMEWEALTH MANAGEMENT SERVICES is a global finance and investment management company offering institutional and retail investors a versatile platform and tailored solutions. With robust infrastructure and expertise, we employ advanced quantitative techniques to uncover market opportunities within a disciplined framework for efficient exposures. Our centralized research focuses on developing data-driven models across real estate, forex, and more. We combine the scale of a large esset manager with a personalized approach, flexibility, and customization. primewealthadvisers offers the essential building blocks for today’s shifting financial landscape. Our investment model minimizes risk and provides clients reliable returns through improved software and strategies.

Our Process

GET TO KNOW EACH OTHER

Discuss values, goals, and get to know family.

GATHER INFORMATION

Acquire financial and personal information. Become familiar with client's financial health.

DEVELOP A FINANCIAL PLAN & INVESTMENT STRATEGY

Present a comprehensive analysis of current investment holdings and begin work on a wealth management plan.

IMPLEMENT PLAN

Both parties understand their responsibilities and have agreed to proceed with the financial plan.

MONITOR PLAN

Provide performance measurement and track progress toward goals on a regular basis.

RESPONSIBLE INVESTING

primewealthadvisers Partners is committed to conducting business in a safe, responsible, and ethical manner. These principals guide our decision-making throughout the investment lifecycle. From the onset of the investment process, we pursue ideas inspired by environmental, social, and governance (‘ESG’) issues and participate in industries engaged with these themes. All companies in which we invest are first vetted by our professionals, who work closely with expert advisors, to identify and mitigate potential ESG conflicts. Our ESG due diligence program requires an assessment of ten key ESG areas which may impact the current or future performance of a company. One Equity Partners will forego any investment that fails to meet its ESG standards. Once invested, One Equity Partners reviews and monitors all its portfolio companies to ensure they adhere to its ESG policy, which is periodically reviewed to incorporate best practices as risks evolve. This process allows One Equity Partners to quickly detect and preempt or manage any difficulties that may arise during the investment period. As investments mature, One Equity Partners seeks to continually improve upon ESG reviews and recommendations, and, together with management, works to ensure that ESG issues are prioritized through to and beyond exit.

Client Testimonials

What People Say About Us

We have continued to be innovators for our industry, with an entrepreneurial culture that is never satisfied with the status quo, for ourselves or for our clients. We've done things differently than other investment firms—not just to be different, but because we believe it makes a difference for our clients. We designed our business to always put our clients first.

Elijah Wright

Accountant

"In addition to their investment services, I have also been impressed with their exceptional customer service. They are always available to answer my questions and provide regular updates on the performance of my investments."

Darrell Anderson

Realtor

"I highly recommend PRIMEWEALTH MANAGEMENT SERVICES for all of your investment needs. I have been a client of theirs for several years and have been consistently impressed with their level of expertise and professionalism."

Amelia Jackson

Entrepreneur

"The team at PRIMEWEALTH MANAGEMENT SERVICES is highly knowledgeable about the market and takes a personalized approach to investing, taking into account each client's unique financial goals and risk tolerance. They have helped me create a well-diversified portfolio that has performed well over the years."

Mason Evans

Entrepreneur

"Overall, I am extremely satisfied with the services provided by PRIMEWEALTH MANAGEMENT SERVICES and would highly recommend them to anyone looking for a trustworthy and experienced investment partner."

Mia Thompson

Entrepreneur

" PRIMEWEALTH MANAGEMENT SERVICES esset Management's focus on risk management and their strong research capabilities have given me peace of mind when it comes to my investments. Their active management approach has also helped me achieve solid returns over the long term.."