wiseradvisor

Matt Carver
Pfs Investments Inc.

Tel: (866) 638-5323
*
West Linn, OR 97068

About Pfs Investments Inc.

Your Success is Our Focus

Philosophy

Primerica Advisors believes that clients' investment needs are best served when advice is delivered from an independent and objective viewpoint. Primerica Advisors does not create investment models or manufacture mutual funds or exchange traded funds (ETFs). Instead, we seek out professional asset managers who have measurable track records that validate their approach to investing. We believe that through extensive quantitative and qualitative analysis, sound judgment and a consistent process, we can identify quality asset managers and investment models for our clients.

We Seek to: Provide unbiased evaluations of asset managers and models Identify asset managers that construct strategic, tactical, or asset class specific portfolio solutions Regularly monitor and review asset managers, asset allocation, and security selection decisions Provide investment and educational insights on solutions to help clients achieve investing goals

The Due Diligence Process

Primerica Advisors provides upfront selection and ongoing due diligence on asset managers and investment models. Primerica Advisors' evaluations are based on a consistent process:

Step 1: Manager Sourcing

Step 2: Multi-Faceted Evaluation Primerica Advisors focuses on three critical areas of manager evaluation. These include organizational strength and leadership, depth of investment process, and performance results.

Step 3: Ongoing Monitoring and Review Primerica Advisors' ongoing due diligence process includes quarterly and annual monitoring.

Simplicity Primerica Advisors Lifetime Investment Platform offers the ability to have multiple investment models in one account, with one statement and one fee.


General Information

Number of Years with Current Firm:   11
Work Experience:   Matt has worked with Primerica Advisors since 2012 and enjoys educating and serving clients through their investment lifecycle to a strong investment strategy.
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses


Services

Investment Types:   Mutual Funds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, Via email, Via phone, At my office, At your home, Video Conference


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only



Faqs

  • Do you have a customer satisfaction or refund policy? We do not charge an upfront fee. There is no obligation.
  • Will you be the only person working with me? I will be the one directly working with you.
  • Have you ever been charged with any breaches? No
  • What services do you provide? What are your specialties? Investment advice Investment management Investment portfolio management Investment consulting
  • What financial institution(s) do you represent? Primerica Advisors
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Matt Carver

Matt Carver

Matt is passionate about helping other people. Matt learned early on his family was given the wrong investment advice and this fueled his desire to make a positive impact for others. Matt became an investment representative in 2007 and an investment adviser representative in 2012 & has served in leadership roles in the areas of practice development, management, and marketing. His passion is educating and serving clients' best interest in a fiduciary capacity. He is an Investment Adviser Representative holding active Series 65,6,63,26 licenses. He enjoys consulting with individuals and businesses helping clients build a strong investment strategy with managed money in a fiduciary capacity.

My Services

Investment Management & Advice

Your success is our focus. People don't need products. They want a strategy. We believe clients' interests are best served when advice is provided from an independent and objective viewpoint. We act in a fiduciary capacity in the client's best interest.

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Sat. 8:00 AM - 1:00 PM

Communities Served

Aurora Beavercreek
Beaverton Boring
Camas Canby
Clackamas Colton
Dayton Donald
Dundee Eagle Creek
Fairview Gervais
Gladstone Gresham
Hillsboro Hubbard
Lafayette Lake Oswego
Mount Angel Mulino
Newberg North Plains
Oregon City Portland
Saint Paul Sherwood
Troutdale Tualatin
Vancouver Wilsonville
Woodburn Seattle
Boise Salem