Prime capital investment advisors houston tx

Email Print Friendly Share. As a fee-based firm, certain licensed advisors at the firm may receive commissions for overseeing certain securities transactions or selling insurance products. However, the firm also counts high-net-worth individuals, investment funds, corporations and pension and profit-sharing plans as clients too. Identifying a new location to expand the QPA business footprint has been a long-term strategy for the firm.

Prime Capital Investment Advisors Background

Are you living the life you want? Consult a local advisor about a proven, engaging approach to wealth management. Ultimately, money is just fuel. The more you have, the more choices you. For each person, a rich life means something different. As advisors of United Capital, we help money serve you and the life you want, not the other way .

Prime Capital Investment Advisors Overview

Comprehensive planning of financial long-term objectives, retirement planning, education planning, estate planning, cash flow planning, investment projections, and lifestyle planning. Selection of custodians, banks, and brokers, trading platforms and infrastructure, banking and lending consulting, and creation of family office. Asset allocation construction, risk management, implementation of financial plan, unique access to private investments, and research from all of the major providers. Custom-made, index-based SMAs, with tax advantages and ultimate flexibility. Custom hedging and derivative strategies options and futures.

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Comprehensive planning of financial long-term objectives, retirement planning, education planning, estate planning, cash flow planning, investment projections, and lifestyle planning. Selection of custodians, banks, and brokers, trading platforms and infrastructure, banking and lending consulting, and creation of family office. Asset allocation construction, risk management, implementation of financial plan, unique access to private investments, and research from all of the major providers.

Custom-made, index-based SMAs, with tax advantages and ultimate flexibility. Custom hedging and derivative strategies options and futures. We base our investment philosophy on Nobel Prize-winning academic research, which clearly states that, over the long run, the vast majority of active managers will fail to outperform their benchmarks.

Learn more by viewing our blog posts. A fiduciary is a person or organization that owes another the duties of good faith, fair dealing, and trust. It is the highest legal duty of one party to another, and also involves being bound ethically to act in the other’s best.

We serve as trusted fiduciaries, always putting your interests ahead of our. Prime capital investment advisors houston tx investment algorithms rebalance portfolios, look for tax loss harvesting opportunities, and measure volatility risks. We harness the latest innovations in fin-tech to give you the best, most efficient platforms depending on your goals and amount of assets under management. We have managed the risk for a multi-billion dollar family office, earned a Ph. Julio has more than 15 years of combined professional and academic experience in financial statistical research, optimal investment selection, and investment risk management.

Previously, Julio was a director of risk and performance at Ziff Brothers Investments, a private multi-billion dollar family office in New York City. At Ziff, Julio developed investment and hedging strategies as a quantitative researcher, and implemented risk management strategies.

Julio holds a masters of finance and doctor of philosophy P. He received a B. Julio has also been a seminar speaker at top universities and financial institutions.

Julio won the Citi-Banamex research in economics prize and has published articles about optimal portfolio selection in peer-reviewed academic journals.

Juan Carlos is founder, head portfolio manager, and co-founder of Quantor Capital. After graduating from the University of Texas in Austin, Juan Carlos began his financial career in Madrid, Spain working for a boutique consulting firm. InJuan Carlos came back to the United States and joined Citigroup where he held positions in wealth management and private banking for affluent families.

While at QL Capital Management, Juan Carlos helped design, develop, and trade unique short term trading strategies that invested in over 80 markets.

Juan Carlos has a B. Prior to joining Quantor Capital, in AprilCole was an associate at the national litigation boutique McDowell Hetherington LLP, where he litigated commercial disputes for major corporations and insurers. Prior to that, Cole was a litigation associate for over five years at Andrews Kurth LLP now Hunton Andrews Kurth LLPwhere he represented multinational corporations in some of their most complex and high stakes disputes.

He received his B. Cole holds a Series 65 license. In February ofthanks to a capital investment from a seed-investor, QL Capital Management was formed in Houston to offer the program to U.

S investors through a fund vehicle managed by Alejandro. He has over 10 years of trading experience and has a degree in Electronic Engineering from Rice University, in Houston, Texas.

Know Better Results. We are a financial investment and family office consultancy offering highly personalized service with a focus on empowering our clients in their decision-making process. We provide fiduciary, objective advice based on peer-reviewed academic research. Through our unique investment strategies, customized approach, and implementation expertise, we provide our clients with the highest probability of reaching their investment goals.

Our Mission. Prime capital investment advisors houston tx Services. Financial Planning: Comprehensive planning of financial long-term objectives, retirement planning, education planning, estate planning, cash flow planning, investment projections, and lifestyle planning.

Infrastructure Consulting: Selection of custodians, banks, and brokers, trading platforms and infrastructure, banking and lending consulting, and creation of family office.

Investment Consulting: Asset allocation construction, risk management, implementation of financial plan, unique access to private investments, and research from all of the major providers. Global Market Portfolio: Global Index of all major asset classes. Why us? Science-Based Investing. Our Team. Julio Cacho, Ph. Cole Conkling, J.

Alejandro Diego — Partner

Identifying a new location to expand the QPA business footprint has been a long-term strategy for the firm. However, they typically vary between 0. While headquartered in Overland Park, the firm also has a presence in 14 other cities across the country. Subscribe via RSS. About Prime Capital Cwpital Advisors Prime Capital Investment Advisors provides a client-centric, team approach to full-service financial planning, including fee-based asset management and wealth management. GlobeNewswire is one of the world’s largest newswire distribution networks, specializing in the delivery of corporate press releases financial disclosures and multimedia content to the media, investment community, individual investors and the general public. Prime Capital Investment Investmet is a fee-based firm. Related Articles. However, the firm also counts high-net-worth individuals, investment funds, corporations and pension and profit-sharing plans as caital .