Premiere Management

Overview

Premiere Management is a small, fee-based advisory firm organized as a corporation and owned by an individual. It provides discretionary portfolio management to individuals, families and small-business owners, charging a percentage of assets under management. The firm’s stated focus is equity-oriented investing: exchange-traded equities are its dominant allocation, and it supplements those positions with mutual funds. Premiere Management does not position itself as an ESG investor and does not operate across multiple states, suggesting a local or regional client footprint and a straightforward, growth-biased mandate for clients looking for equity exposure rather than institutional-level capital allocation services. Because the firm manages a compact pool of assets, its investment approach appears tailored to retail-sized relationships. The combination of direct listed equities and mutual funds gives the firm flexibility to build concentrated stock positions when appropriate while using pooled vehicles for sector, style or fixed-income exposure. Advisory activity is limited to portfolio management for individuals and small businesses; the firm does not list pension consulting, multi-state adviser operations, or a separate affiliated adviser structure.

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Public Holdings

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Location & Offices