PRI focuses on successfully investing for high net worth individuals and institutions using the same methodology and approach since its founding.
PRI seeks to achieve outstanding performance for its clients when compared with major market indices, hedge funds, and products offered by brokerages and banks. In addition, PRI has successfully guided clients through the most difficult markets: from the 1987 crash, to the dot-com collapse, to the most recent credit crisis. All of this is achieved using highly liquid securities and a straight-forward method:
● Apply a Disciplined Quantitative Investment Style geared towards client objectives.
● Use US Treasuries for fixed income.
● Use Broad based index funds for Equities.
● Design low cost, low turnover and tax optimal Investment plans.
● Value average to reduce volatility
PRI treats its clients like family - emphasizing the bonds of friendship, confidence, trust and teamwork. PRI focuses on treating clients with the respect and familiarity of an old friend. Consequently, PRI believes in solving problems and providing financial stability throughout a client's lifetime. In practice, a client can expect:
● An investment plan that meets your needs.
● Execution of the plan with a long term perspective.
● Regular consultation and direct access to portfolio managers and principals.
● A full understanding of the PRI Approach
Occasionally PRI clients require the use of non-traditional asset classes. Clients can leverage PRI's vast experience across a broad range of markets and asset classes including options, future, foreign exchange, international equities and fixed income.