Client’s assets are held in the custody of Fidelity Investments (Fidelity), an independent financial institution. Clients receive monthly statements from Fidelity and can view their accounts online at www.fidelity.com.
Prime has chosen Fidelity as custodian of our clients' assets based on our evaluation of Fidelity's product and services, effective and timely reporting, and ability to accurately execute transactions on a timely basis. Prime monitors these factors to ensure clients consistently receive satisfactory service from Fidelity.
Fidelity Investments is an independent company, unaffilated with Prime. Fidelity Investments is a service provider to Prime. There is no form of legal partnership, agency affiliation or similar relationship between Prime and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Prime and does not guarantee or assume any responsibility for its content. Fidelity Investments is a registered service mark of FMR LLC.
Klausner & Company PC
Klausner & Company PC is an Arlington, VA CPA® firm which offers comprehensive accounting, tax and business consulting services. Prime has a long term professional relationship with the firm’s principal, Cal Klausner.
Prime has partnered with Klausner & Company PC to offer its clients the benefits of their combined services.
In addition, Prime has a solicitor agreement with Cal Klausner. Mr. Klausner refers clients to Prime who have expressed an interest in financial planning or portfolio management.
Bendler & Company, PC
Bendler & Company, PC is a Bethesda, MD CPA® firm providing high level tax planning, tax preparation, business valuation and forensic accounting services. Prime has long term professional relationships with Jeremy Bendler, the firm’s principal.
On occasion, Prime has partnered with Bendler Company, PC to offer its clients the benefits of their combined services. Prime also has a solicitor agreement with Jeremy Bendler.
When Bendler & Co clients indicate they are in need of financial planning or investment advising, Mr. Bendler refers clients to Prime.
When Prime clients express an interest in life, health, disability or long term care insurance, Prime often refers them to Stephen L. Derrick of Derrick Financial Services. Clients may choose products at their discretion.
In addition to industry-specific institutional publications, Prime uses a variety of tools to research stocks, funds, tax information, changes in the markets, and financial options. Prime also uses software programs to model and track client accounts and to ensure client assets are allocated according to each client’s goals.
Some of the resources Prime uses include:
- Morningstar Office
- Trade Warrior
- Bureau of National Affairs (BNA) Tax Research Library
- BNA Income Tax Planning Software