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Investment Management at PCIA North Texas

At PCIA North Texas, our investment management services are customized to you. We tailor your personalized strategy after a careful assessment of your specific goals, your risk tolerance, and your desires for your future and retirement. Due to the size of the Prime Capital Investment Advisors investment team, we have access to and can utilize a wide range of financial products and services, including alternative investments and private equity options that may fit within your portfolio depending on your situation. And we always incorporate a larger, holistic view—including tax mitigation, estate planning, and wealth transfer desires—when it comes to your assets under management.

Tax-Advantaged Investing Strategies Can Return More

When it comes to investing, one of the biggest factors which can negatively affect your net returns is taxes.

Tax-advantaged investing considers your tax burden with the goal of maximizing your bottom line, whether you are trying to provide cash for a short-term goal like college costs or trying to plan for a tax-advantaged future retirement. At PCIA North Texas, we recognize that tax efficiencies scale when your tax bracket is higher. Working closely with your CPA or accounting professional, we will consider the tax implications of your investments, and will seek to utilize and allocate the right types in your portfolio, whether they be tax-deferred, tax-exempt, taxable, subject to capital gains or otherwise.

Let’s Get Started!

Prime Capital’s team of financial advisors applies its unique approach to financial planning and investment management toward the goal of turning our clients’ dreams into reality.

Individuals & Families

Our financial advisors work as a team to devise a custom plan for you based on your unique situation and objectives, then we go one step further to help you develop an estate plan for tax-advantaged wealth transfer to the next generation.

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Business Solutions

Let’s discuss your business structure and the possibilities that exist within that structure to plan for the retirement that you desire for yourself and provide benefits to attract and retain excellent employees.

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What is Your Risk Number?

No one is the same when it comes to portfolio risk. Nitrogen helps replace confusing and subjective terms like “moderately conservative” and “moderately aggressive” with a number between 1 and 99 that pinpoints your exact comfort zone for downside risk and potential upside gain.

Get Your Risk Number Now!

Prime Capital Investment Advisors in North Texas welcomes the chance to discuss how we might help you, your family and/or your business. Please call us now at (214) 765-5092, or simply fill out this form and we will get back to you to set up time for an initial conversation.

777 International Parkway, Suite 180
Flower Mound, Texas 75022

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Let’s Discuss Your Plan

777 International Parkway, Suite 180
Flower Mound, TX 75022
(214) 765-5092