We started Premier Asset Management in 2001 from a clean slate. Our goal was to design a firm that allows our professionals to maximize time with clients and their investment portfolios. Tasks which are not related to this focus are outsourced to specialists in their respective fields. In 2006, we became a organized as a Woman Owned Business (WBE).
We use the best research, technology and investment tools to help our professionals exceed client expectations on a consistent basis. While we operate in a disciplined framework, we also encourage creativity and flexibility within our investment team. This dynamic approach keeps us on the cutting edge of investment ideas. Premier’s team extensively researches and tests ideas before they are considered for purchase. The portfolio is then customized to the client’s specific objectives and carefully reviewed by the members of our team. Portfolio risk and return are then monitored and reviewed on a regular basis.
Transparency is very important to us at Premier. Assets are always held in the client’s own account at the qualified custodian of choice, are not pooled in any way, and Premier does not have access to client funds. Premier’s revenue is solely generated from investment management fees; thus our incentives are aligned with our clients’ and the potential for conflicts is greatly reduced.
At Premier, we recognize that our clients are the backbone of our business, and we always treat privacy with the utmost respect. We value our strong and long-lasting relationships which often span decades and generations. We welcome the opportunity to work with you on your investment portfolio.
October 2009 - Panel Discussion
Speakers:
Ms. Nancy Lazar, Economist
International Strategy and Investment (ISI Group)
Dr. Ed Yardeni, Market Strategist
Yardeni Research, Inc.
Daniel Clifton, Head of Policy Research
Strategas Investment Research
Click to Play
(Streaming Video: Run time approximately 90 minutes)
Recent Interview with Premier Asset Management
Premier Asset Management President, Joe Seminetta's
Interview
on Bloomberg.com
Recent News Articles Featuring Premier Asset Management's Founders