Prime Advisors, Inc. Email Format
Investment ManagementWashington, United States11-50 Employees
Prime Advisors, Inc. is a fixed income asset manager that concentrates on tax-efficient, customized investment solutions for insurance companies and other institutional clients. The firm integrates tax and cash-flow modeling with seasoned investment and trading expertise to tailor portfolios to each client's specific needs. Based in Redmond, Washington, Prime Advisors operates within the investment management industry, focusing on analytics-driven fixed income strategies. In 2015, Prime Advisors was acquired by Sun Life Financial, reflecting its integration into a broader financial services group. The firm positions itself as a specialized, mid-sized player serving institutional clients seeking tax-efficient income solutions. With a compact team and a narrow focus, Prime Advisors emphasizes its ability to deliver bespoke fixed income approaches for insurance companies and similar institutions.