Prime Capital Equities is a Registered Investment Advisor company specializing in helping individuals and businesses manage their investments prudently.
We believe in the Nobel Prize winning philosophy of Modern Portfolio Theory - that proper diversification and attention to how various markets work can help investors comfortably achieve their goals.
For safety of client accounts, we custody at Charles Schwab.
Over 20 year plus career reviewing, advising and managing portfolios for hundreds of clients. Beginning with Charles Schwab and then eventually starting Prime Capital Equities in 2011. Started Prime Capital Equities LLC with the belief that clients deserve to have a low cost systematic evidence based portfolio management strategy that stresses direct communication and customer service.
Prime Capital Equities LLC: Principals bring over 55 years of active investment advisory experience with firms such as Merrill Lynch, Charles Schwab, Shearson Lehman Hutton, Prudential Securities, Private Asset, Cornerstone and Round Hill Securities. Prime Capital's focus is on a low cost Nobel Prize winning evidence based portfolio management program. We are always available to our clients and strive to be the Trusted Advisor.Education:
Graduate of San Diego State University