Prima Innotech

Overview

Prima Innotech operates as a small, individual-owned LLC that provides advisory services primarily to individual and family clients. The firm’s stated activities center on portfolio management for individuals and small businesses, supplemented by publication of periodicals or newsletters and delivery of educational seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM, hourly charges, subscription fees, fixed fees and other custom fee structures. Investment activity is concentrated on liquid equity exposure, with a clear preference for exchange-traded equities. The firm is not positioned as an active ESG investor and is neither a multi-state adviser nor a pension consultant. Given its size and client base, Prima Innotech looks like a boutique adviser focusing on hands-on portfolio management and client education rather than institutional multi-client platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices