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Solution For Your Needs

PrimeX Financial Advisors Will Help You To Realize Your Financial Blueprint

Over 25 Years Since Inception

Our Experienced Professionals Focus Exclusively On Servicing Our Clients

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Our PrimeX Account Executives Are Standing By

About Us

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Who We Are

PrimeX is a leading global investment banking, securities and investment management firm that provides a wide range of services worldwide. Primex services its clientele, ranging from individual investor to institution, with a full array of banking, investing, real estate, asset management and other financial and risk-management products and services.

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Our Journey

PrimeX was founded in 1991 as a national full service investment brokerage firm by Cary Grant co-founder of Third Market Corp, Inc. Since that time our mission was to create an environment where intelligent investment professionals could offer investment opportunities to discerning investors. We've made substantial progress in accomplishing that goal with over two decades in business.

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Our Vision

It is simple, we believe our clients come first. Our mission is to guide our clients through a process of analyzing and reviewing their personal investment goals, and to assist them in achieving those goals. We believe this is an ongoing, everchanging process, as is life, the market, the economy, and its everchanging events.

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Services

PrimeX representatives strive to help its clients reach their financial objectives by personalizing services to our client's needs.

Investment Banking

PrimeX's offers a full range of investment banking services and seeks to work with companies with strong management teams, unique products, viable technologies, high growth potential, and a superior business model. By concentrating on companies with these properties, PrimeX strives to reduce the risk of investing in high growth/high potential enterprises.

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Real Estate

PrimeX is focused on helping our clients throughout the country locate Real Estate Investment Trusts (REITs), Delaware Statutory Trusts (DST), Tenant-In-Common (TIC) and Fractional Triple Net (NNN) properties that are not available through most investment advisors and real estate agents.

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Sales & Trading

At PrimeX, whether your transaction is one hundred shares or a block trade, it receives the same professional attention and speed of execution. Individual investors benefit from the experienced trading capabilities that enable the firm to complete large, difficult, transactions on national exchanges.

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Wealth Management

With over two decades of experience, PrimeX's financial advisors strive to provide excellent investment management services. Our size and independence allow our advisors to provide undivided attention and dedicated service. We take great pride in fully understanding the unique needs of each of our clients.

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Advisory Approach

At PrimeX, we carefully craft investment solutions using a disciplined approach. This multi-step process allows our clients to implement a planned approach to investment success.

Understanding You

A personalized process that helps you achieve investment success begins with an understanding of your investment goals and objectives.

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Allocating Your Assets

Asset allocation is a systematic approach to balancing risk and return in a portfolio. Its goal is to deliver the most return for a given level of risk, and it requires that investors be realistic about return expectations and their comfort with market ups and downs.

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Implementing Your Portfolio Strategy

Important considerations for structuring your portfolio include making recommendations from a wide range of investment alternatives.

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Tracking Your Progress

Your portfolio is monitored to ensure that it remains appropriate for your needs and in-line with our expectations.

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