Prime Quadrant

We are proud to offer a variety of customized financial services that empower our clients to become more sophisticated investors. Our services range from providing diagnostics on existing investment portfolios, to holistic planning for the entire estate, to sourcing best-in-class opportunities and providing outsourced due diligence on the widest range of investment opportunities. We are deeply committed to educating our clients and giving them the highest probability of achieving their financial goals. Unlike any other financial firm, for all our services, we are paid only on the basis of time, rather than a percentage of assets or any transaction fees, thus creating complete alignment with our clients.