Investment Strategy

We’re not a big firm. Because at a big firm, advisors don’t have the time or capacity to walk through life’s ups and downs with clients. Prime Allied is the perfect size to make sure you’re never just a number.

• The Prime Allied team rigorously studies the business cycle, the credit cycle, the sentiment cycle, and the monetary policy cycle to anticipate market-moving inflection points.
• We focus on only the elements of the economy that impact financial markets and are of interest to the vast majority of investors.

A Tried and Proven Investment Management Philosophy Our investment management philosophy is strongly rooted in fundamental analysis, coupled with a strict adherence to client investment policy statements.

We are bottom-up investors and believe investing in companies with robust fundamentals, solid core businesses, dependable management teams, and strong free cash flow. We manage risk by only purchasing companies trading at reasonable valuations, and we do not chase fad or momentum names. Lastly, we do not believe in market timing as a viable strategy.

Ultimately, we believe that the greatest rewards exist when improving fundamentals are not reflected in the current market valuation of a business.