[ad_1]
Prime Capital Funding Advisors provides custodian to deal with speedy enterprise progress and evolving advisor wants.
OVERLAND PARK, Kan.
,
Might 17, 2023
/PRNewswire/ — Prime Capital Funding Advisors (PCIA) has partnered with Goldman Sachs Advisor Options (GSAS) as an extra custody supplier, concentrating on over a billion {dollars} of AUM on the GSAS platform. The addition will add subtle options and providers from a acknowledged international monetary establishment for PCIA’s largest and most advanced purchasers.
The strategic enterprise choice follows 18 months of spectacular progress for PCIA pushed by double-digit annualized natural progress, and the addition of 43 advisors. As of
April 2023
, PCIA has over
$20 billion
of property beneath advisement. PCIA is main the trade in natural and inorganic progress by its differentiated advisor-led organizational construction, implementing repeatable programs and processes that drive scale, and specializing in what every particular person advisor must succeed.
“Prime Capital Funding Advisors is dedicated to serving to its purchasers, associates, advisors, and companions obtain their life ambitions,” stated
Glenn Spencer
, Chief Government Officer. “GSAS presents the providers, know-how, and help to serve an necessary and rising phase of our shopper base with much more care and a focus.”
PCIA’s enterprise has developed into three main enterprise areas: Prime Capital Wealth Administration, Certified Plan Advisors, and Monetary Health for Life. As an advisor-led and advisor-governed agency, PCIA’s management stays targeted on including the perfect strategic companions that may present the help, options, and instruments its advisors require to offer a personalised and holistic shopper expertise.
“We consider GSAS’s digital-first, tech-forward method to custody, mixed with their lending and personal funding capabilities, will allow us to offer our purchasers and advisors with sources on par with the most important personal financial institution and wirehouse platforms, however inside the client-first, advisor-led tradition of a Prime 100 unbiased RIA,” stated
Scott Duba
, Chief Funding Officer and Managing Director of Wealth Administration.
“We’re dedicated to offering differentiation and selection for advisors, which aligns with PCIA’s philosophy,” stated
Cooper Rey
, Head of RIA Gross sales and Execution at Goldman Sachs Advisor Options. “We’re delighted Prime Capital has put their belief in us, recognizing how our know-how, folks, and entry to Goldman Sachs enhances their present partnerships and enhances their advisor providers.”
About Prime Capital Funding Advisors
Prime Capital Funding Advisors gives a client-centric group method to full-service monetary planning, together with fee-based asset administration and wealth administration by its Prime Capital Wealth Administration model. By way of its Certified Plan Advisors model, the agency additionally gives retirement plan advisory providers and plan participant schooling. PCIA at present has 62 areas all through
america
, with funding advisor representatives serving purchasers throughout the nation. Advisory providers supplied by Prime Capital Funding Advisors, LLC. (“PCIA”), a Registered Funding Adviser. PCIA doing enterprise as Certified Plan Advisors (“QPA”) and Prime Capital Wealth Administration (“PCWM”). For extra info, go to
www.pciawealth.com
.
View unique content material to obtain multimedia:
SOURCE Prime Capital Funding Advisors
[ad_2]
Source link