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Affiliations, Alliances and Resources
Affiliates
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 marke of FMR LLC.
Clearing, custody or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC.
The e Review Number: 586487.1.0
Alliances
Klausner Bendler + Associates
Klausner Bendlhttp://kba-cpa.com/ppg/index.htmer + Associates, a Bethesda CPA firm which offers a comprehensive set of accounting, tax and business consulting services. Prime has a long term professional relationship with the firm’s principals, Cal Klausner and Jeremy Bendler.
On occasion, Prime has partnered with Klausner Bendler + Associates to offer its clients the benefits of their combined services.
In addition, Prime has a solicitor agreement with Jeremy Bendler, CPA/ ABV. When Mr. Bendler’s clients indicate they are in need of financial planning or investment counseling, Mr. Bendler refers clients to Prime.
Derrick Financial Services
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.
Research Resources
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 Principia
- Morningstar dbCAMS
- Advisor Intelligence
- Sungard Portfolio Management and Cash Flow Hypotheticals
- Bureau of National Affairs (BNA) Tax Research Library
- BNA Income Tax Planning Software
- Lacerte Tax Prep for individual, trust, and gift tax returns
- Informa
- QuickBooks
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