PFS Investments Inc. has a long-standing commitment to helping families navigate the complexities of investing and build a secure financial future. With approximately 2.5 million client investment accounts, our representatives are dedicated to financial education, guiding individuals toward financial independence. A crucial part of this commitment is Primerica Shareholder Services, providing outstanding support and resources to our valued clients.
A Legacy of Trust and Experience in Financial Services
For over three decades, PFS Investments Inc. has focused on serving Middle America, understanding the unique financial needs of everyday families. This deep experience in the market allows us to provide tailored investment solutions and practical financial education. Our proven track record speaks for itself, demonstrating our enduring dedication to our clients’ financial well-being.
Dedicated to Main Street Investors
We firmly believe that everyone deserves access to sound financial strategies, regardless of their income level. PFS Investments Inc. is committed to empowering Main Street families to invest confidently in their future through mutual funds and other accessible investment vehicles. We strive to bridge the gap between financial complexity and everyday understanding, making investing less intimidating and more attainable for all.
Over $70 Billion in Assets Under Management
The trust our clients place in us is reflected in the significant asset values within Primerica investment accounts. As of December 31, 2019, our clients have entrusted us with over $70 billion in assets. This substantial figure underscores the widespread adoption of Primerica’s financial education principles and the effectiveness of our asset management solutions in helping families save and invest for their long-term goals. This also highlights the critical role of Primerica Shareholder Services in managing and supporting these vast client assets.
Accessing Top-Tier Investment Expertise
PFS Investments Inc. partners with some of the world’s most respected investment firms to bring you first-rate products and services. Our strategic alliances with industry leaders such as American Century Investments, Franklin Templeton Investments, Invesco, Legg Mason, and Amundi Pioneer, provide access to portfolios managed by some of the most recognized and reputable names in the financial world. These partnerships ensure our clients benefit from diverse and robust investment opportunities.
A Client-First Approach to Investment Planning
At PFS Investments Inc., we prioritize a clear and communicative approach to investing. We begin by understanding your unique financial aspirations and goals. Your dedicated PFS Investments registered representative will then work with you to assess your investor profile and risk tolerance. By collaborating closely, we can develop custom-designed model portfolios featuring pre-selected funds and asset management tools tailored to your individual needs and investment style. We believe in empowering you with the knowledge and personalized guidance necessary to make informed investment decisions.
Primerica Shareholder Services: Award-Winning Client Support
Primerica Shareholder Services is at the heart of our commitment to exceptional client care. We provide comprehensive support to PFS Investments Inc. clients, ranging from responsive call center assistance to detailed and easily understandable holdings statements. For two decades, Primerica Shareholder Services has been recognized for its outstanding customer satisfaction, consistently earning accolades from independent ratings firm Dalbar since 2003. Clients investing in funds from Legg Mason, Invesco, American Century Investments, and Amundi Pioneer can conveniently manage their portfolios directly through the Primerica Shareholder Services platform online. For information on investments with other fund companies, clients are directed to the respective companies’ websites, ensuring access to all necessary resources.
Informed Investing with Morningstar Insights
To further empower your investment decisions, PFS Investments Inc. collaborates with Morningstar, a leading authority in investment research. This partnership provides you with comprehensive insights and analysis of investment vehicles, equipping you with the information needed to invest with confidence. Morningstar’s decades of experience in research technology and asset class modeling makes them an invaluable resource for our clients.
Comprehensive Financial Strategies Beyond Investing
Building financial security requires a holistic approach that extends beyond just investments. Primerica’s financial solutions are designed to help you not only grow your wealth but also protect it. Term life insurance products, such as Custom Advantage and TermNow, offered by Primerica Life Insurance Company, can provide vital income protection as you work towards your long-term financial objectives, including a comfortable retirement. We encourage you to connect with a Primerica representative to learn more about term life insurance and how it can complement your investment strategy.
Investing for your future is a significant step towards achieving financial independence. Primerica Shareholder Services and PFS Investments Inc. are here to support you every step of the way with expertise, award-winning service, and a commitment to your financial well-being.
