Two Services. One Standard. Zero Products.
Primaris does two things: manage investments and help you plan. Both are delivered under a fiduciary standard, for a transparent fee, with nothing for sale but our best judgment.
Investment Management
Discretionary portfolio management built around your goals.
What it includes:
- A personalized target allocation grounded in our economic and market research and your circumstances
- Diversified portfolios built with individual equities, fixed income, funds, and ETFs
- Continuous monitoring and disciplined rebalancing
- Tax-aware implementation
- Assets held at an independent qualified custodian in your name
- Transparent asset-based fee, billed monthly in arrears, deducted directly from your account with an itemized statement to you each period
- A formal review together at least annually
Financial Planning
Investment decisions do not live in a vacuum. Planning ties your portfolio to the life it is supposed to fund.
We work with clients on retirement readiness and income planning, major goals such as a home purchase or education funding, cash flow and savings strategy, and coordination with your tax and estate professionals so the whole picture moves together. Planning conversations are part of the advisory relationship, not a separate product to buy.
Who We Serve
Individuals and families, high net worth households, trusts and estates, charitable organizations, and businesses. We do not require an account minimum. We care less about where you are starting and more about whether you are serious about where you are going.
Getting Started
It starts with a conversation, not a contract. Schedule a free consultation. If we are not the right fit, we will tell you, and if we can point you somewhere better, we will.
Schedule a Consultation