Benefits of Premier’s Approach
The combination of Premier’s investment philosophy and real world strategy delivers a wide range of significant benefits to investors.
What We See Out There
When we, at Premier, review investments and financial planning for prospective clients we often see a number of inconsistencies and poorly defined strategies. Some of the issues we see include:
- Portfolios that do not have well-defined risk and return characteristics.
- Portfolios with concentration-risk and sector-risk.
- Lack of transparency and full disclosure with regards to fees and costs.
- High portfolio turnover.
- Poorly identified client risk tolerance.
- Lack of attention to the tax consequences of investing.
- Estate planning that is out of date or in some cases not even established.
Premier Financial Group, on the other hand, is committed to building a financial plan and investment strategy that addresses the issues mentioned above, and that truly serves the needs of you and your family.
Portfolios that Effectively Capture Market Returns
Premier Financial Group uses institutional, broadly diversified, structured asset-class funds that allow us to create portfolios that are appropriate to the risk tolerance and return objectives of each investor. The evidence-based approach Premier uses offers the following benefits:
- Disciplined and strategic investment approach.
- Globally diversified structured asset class funds.
- Exposure to asset classes known to capture extra return over time.
- Low costs and low fund turnover that reduces drag on returns.
- Institutional class DFA funds as opposed to retail funds.
- Consistent investment policies that result in little to no style drift.
- Tax-managed investment strategies that lower tax consequences.
