Your Success is Our Focus
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.
|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|
|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|
|Registered Investment Advisor:||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|
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.
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.
|Mon.||8:00 AM - 6:00 PM|
|Tue.||8:00 AM - 6:00 PM|
|Wed.||8:00 AM - 6:00 PM|
|Thu.||8:00 AM - 6:00 PM|
|Fri.||8:00 AM - 6:00 PM|
|Sat.||8:00 AM - 1:00 PM|