PLANNING PROCESS
From current income needs and tax planning, to the ultimate transfer of your assets to future generations, the key to successful planning lies in understanding the goals, policies and procedures that define your wealth management strategy.
We work in combination with our client's professional and legal advisors to ensure the design of an appropriate plan. You decide who benefits from your assets in the long run. Which heirs? What charities? What increments?
If your situation is sensitive, due to complicated family considerations, the most appropriate options, which are often the most creative solutions, are considered.
Above all, your personal objectives provide the basis for every aspect of planning including retirement, income and estate taxes, succession of the family business, transferring assets to future generations and asset protection. |
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INVESTMENT SERVICES
Many investors find themselves inundated with conflicting financial advice, in the form of marketing hype and advertising; consequently, selecting an objective advisor can be challenging. Our goal is to enhance the wealth and minimize the tax exposure for our clients. Premier assists clients in determining the most appropriate course of action. We believe that portfolios should be diversified in asset classes and investment styles.
Premier manages fully discretionary accounts investing in mutual funds and individual securities. Premier's disciplined individual mutual fund investment program is based on product asset allocation methods. Accounts are readjusted on a regular basis. For accounts better suited for investment in individual securities, Premier employs outside money managers with proven track records with whom we have established relationships.
For non-discretionary investment advisory clients, Premier offers clients all investment alternatives. With the client, we select the most appropriate asset allocation, and together we develop and execute the detailed investment plan. |
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CUSTODY
Premier Trust has entered into an agreement with Triad Advisors, Inc., who will ordinarily provide broker-dealer services for transactions. Triad has an arrangement with National Financial Services, LLC ("NFS"), a member of the New York Stock Exchange, to provide clearance and custody. National Financial Services is a subsidiary of Fidelity Investments and was established in 1982. National Financial is one of the nation's leading securities clearing and custody firms providing services for millions of clients of broker-dealers, banks, and trust companies. Fidelity Investments is one of the country's largest financial services providers.
National Financial is subject to the rules, regulations, and examination of the Securities and Exchange Commission, the New York Stock Exchange, the National Association of Securities Dealers, and other regulatory authorities. National Financial provides the maximum allowed insurance coverage for the protection of client assets.
An extensive and sophisticated Emergency Contingency Plan is in place to safeguard your assets and protect vital account information in the event of business disruption. |
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