Priority Investment Management LLC

Overview

Priority Investment Management LLC is a small, fee-based advisory firm that focuses on portfolio management for individuals and small businesses. The firm’s asset allocation tilts strongly toward equities, using exchange-traded instruments as the primary vehicle for client exposure. Its business model is straightforward: charge a percentage of assets under management and construct equity-centric portfolios for a concentrated retail client base. Priority does not position itself as an ESG-focused manager and operates as a single-state, individually owned adviser rather than a multi-state or institutional consultant. Investment activity centers on equity allocation as the primary driver of client returns, supplemented by mutual funds where the manager prefers pooled vehicle exposure and by real estate-related strategies for alternative diversification. Given the firm’s scale, strategy implementation appears to rely on liquid, readily tradable instruments—ETFs and individual stocks—rather than extensive private-market commitments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices