Investment Management

Our goal is to maximize your investment returns through diversification of your assets* and a disciplined investment philosophy combined with rigorous risk management.

At Premier Financial Services of NC, LLC, we believe no two investors are alike. In order to help each client meet their financial goals, we implement a team-oriented approach to investment management and a client focused culture that is fundamental to our investment process.


 

Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment strategy is designed based on your investment goals like preserving principal, maximizing income or accumulating capital.

As a fiduciary, we have an obligation to ensure the appropriate products are chosen based on the client’s best interest. Therefore, we develop your personalized asset allocation model based on individual risk tolerance, objectives and financial needs.

 

*Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying funds, which can be found in the current prospectus.