About Prime Quadrant
We provide a highly personalized investment
consulting process enhanced by our network of global resources and unique expertise in alternative investment strategies to help diversify and protect your portfolio and your wealth objectives.
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Our Leadership
With a passionate approach to investing, founder Ian Rosmarin infuses Prime Quadrant with a set of values, skills and experience that empowers clients to make better investing decisions and achieve their wealth objectives.
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Our Process
Our process begins with developing a clear understanding of your family’s circumstances, needs and objectives. We’ll create your profile, which will include your risk tolerance, your unique definition of wealth and your desired lifestyle...
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investment policy statement
A key component included in the discovery phase is the creation of an Investment Policy Statement (“IPS”)
The IPS distills the facts gleaned from the discovery process and defines the parameters for considering and selecting investment ideas...
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solution development
A true Prime Quadrant solution will include selecting from a global collection of investment ideas, diversified across asset classes. This collection is a result of our robust analytical framework and due diligence process...
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strategic deployment
Once a solution has been developed, there will be a number of moving parts that need to be dealt with. We consider it our responsibility to hold the client’s hand in dealing with any and all issues until a successful implementation has been achieved...
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Management
Results management is a key aspect of our process. We’ll provide meaningful, concise reporting and analysis that will enable better decisions to help you achieve your long term objectives...
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