Consider the following scenarios: You’ve worked hard all your life, been careful with your finances and are now looking forward to retirement. You have a general sense of how your assets are performing, but could use some additional guidance. Or, perhaps you have not been much of a saver
Wealth management is an investment advisory service that combines other financial services to address the needs of clients in varying circumstances. It’s a consultative process whereby the advisor gleans information about the client’s wants
We have a slightly different approach to investing here at Prime Bright Investment, you work directly with the team making the investment decisions and recommendations. Since we are not beholden to a larger financial institution, we are free to focus strictly on
Strategy is key to a successful relationship when choosing an investment advisor, it’s important to understand what types of investment philosophy they follow. Ours is very straight forward. We believe: Value investing outperforms broad market indices over time.