Investment Process: What is Prime’s?



What is Prime Financial Group’s Investment Process?


Jonathan Bayes, Chief Investment Officer at Prime Financial Group explains Prime’s Investment Process, and why it is important.


We have a 4-man investment committee which meets on a regular basis, but informally discusses stocks, markets and macro-economic outcomes and expectations on a daily basis across the desk in the PRIME offices.


We have a very strong consideration for the underlying economy and where it is headed, what is influencing it, and this provides us with a foundation for then choosing the types of assets we think will perform well in light of that economic backdrop.




Investment Process: What is it? from Prime Financial Group on Vimeo.



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About the Author:

As the Chief Investment Officer (CIO) for Prime Financial Group, I work closely with the national advisory team, high net worth individuals, family groups and Prime’s broader accounting network to provide considered and pro-active investment advice.