PRIMORIS CAPITAL MANAGEMENT, LLC, a Registered Investment Advisor, is an Independent firm and receives no compensation from any corporations, brokerage houses, organizations or special interest groups by making recommendations to purchase any of the investment products utilized.
Custodial Relationship
Primoris Capital does not take custody of any client securities or funds. All assets are held by third-party custodians such as banks and securities brokerage firms in the name of the client. The firm operates under a contract granting it the discretionary authority to make trades and other transactions in a clients’ account. We receive no commission for these trades.
PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS
The returns of individual portfolios can differ due to such factors as portfolio composition, the timing of client cash flows in and out of the portfolio and the date on which the initial portfolio is assembled.
No current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by advisor), or product made reference to directly or indirectly in this brochure, will be profitable or equal to corresponding indicated performance levels.
Clearing, custody, or other brokerage services may be provided by National Financial Services LLC, or Fidelity Brokerage Services LLC. Members NYSE, SIPC .