Premier Investment Management, LLC

Overview

Premier Investment Management, LLC is a small, fee-based advisor focused on portfolio management for individuals and small businesses. The firm’s stated preference is equities, with active management centered on exchange-traded positions. Investment activity appears concentrated and straightforward: a core equity allocation supplemented by mutual funds and selective allocations to alternative strategies implemented through third‑party managers. The firm also operates as an insurance broker, which can influence how it packages retirement and risk-transfer solutions alongside investment management. Portfolio construction emphasizes liquid, exchange-traded instruments for the bulk of client assets, with alternatives used to provide diversification or access to specific sectors (real assets, commodities, energy) that equities and mutual funds don’t cover as efficiently. Given the client base (individuals and families) and the modest scale of assets, the firm likely runs separately managed accounts and model-driven portfolios rather than a broad proprietary product shelf.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices