Asset Management Advisory Services

SmartSelect Program

The SmartSelect program is a turnkey mutual fund wrap program designed to support you through every stage of your life, and help make it easier for you to work toward your long-term financial goals:

Features Include:

• $25,000 minimum investment
• Mutual fund asset allocation modeling and active, ongoing management
• Automatic rebalancing to help keep your portfolio properly diversified
• Third-party research and model allocation management.
• No commissions for sales charges on funds.
• Model allocation matches your personal profile
• Ad hoc performance and position reports
• Monthly statements and quarterly performance reports
• Convenient annual advisory fee
• Analysis of current portfolio versus your recommended portfolio

Preferred Asset Management & Prime Portfolio Services

The Preferred and Prime programs offer you asset management services that make it easier for you and your Investment Adviser Representatives to work together toward your goals.

Features include:

• $50,000 minimum investment
• Flexibility in asset selection (stocks, bonds, mutual funds, etc.)
• Allocations customized to your personal needs
• No commissions
• Mutual fund research and screening
• Ad hoc performance and position reports.
• Monthly statements and quarterly performance reports detailing market outlooks and commentary.
• Convenient annual advisory fee
• Analysis of current portfolio versus your recommended portfolio

For details contact Investment Adviser Representative,
Richard Jeffreys, CFP at (866) 440-0391 Ext. 3233

PRIMEVEST Financial Services, Inc. is an independent registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Securities and insurance products offered by PRIMEVEST: *Not FDIC insured * May go down in value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency.  FINRA Registered Branch: 180 Schwenk Drive, Kingston, N.Y. 12401

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PRIMEVEST Advisory Services Agreement and disclosure brochure as provided.

View PRIMEVEST privacy policy and other important information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.