Transfer Agency
* Shareholder processing
* Shareholder record keeping
* Retirement account reporting
* Systematic, automatic investment processing
* Shareholder statements and confirmation
* Tax reporting
* Blue Sky reporting
* Proxy solicitation
* Fund/Serve and Networking transaction processing
* Shareholder correspondence
* Account inquiry/Internet inquiry
* Telephone transaction processing
Fund accounting is provided by outside firms.
* Shareholder processing
* Shareholder record keeping
* Retirement account reporting
* Systematic, automatic investment processing
* Shareholder statements and confirmation
* Tax reporting
* Blue Sky reporting
* Proxy solicitation
* Fund/Serve and Networking transaction processing
* Shareholder correspondence
* Account inquiry/Internet inquiry
* Telephone transaction processing
Fund accounting is provided by outside firms.
Diversified &
Non-Diversified
Funds
Non-Diversified
Funds
Opportunities to
Grow Your Asset Management Business
Grow Your Asset Management Business
customized solutions to meet your investment strategy needs
Premier maximizes our customers growth while keeping costs to a minimum.