PCIA of the Ozarks Resources

At PCIA of the Ozarks, we are fee-based fiduciaries working with not just the moral obligation to do right by our clients but also the legal obligation. That means that every decision and recommendation we make must be in your best interest based on your circumstances and goals. We do this by identifying your unique goals and analyzing various strategies that might be best-suited to help you achieve them. We firmly believe that this is the best way to help you find the peace of mind you deserve as well as the commodity we believe is even more valuable than money: time.

Prime Capital Investment Advisors of the Ozarks is an independent fiduciary firm. That means that we are not beholden to any specific companies, carriers or products. Between our independence and our fiduciary status, we have the ability to work on your behalf with your best interests in mind, and we can fight to find the most appropriate solutions for your situation. We compare and contrast strategies while analyzing which one pushes you closer to your objectives, then we design a custom plan that pushes you toward your desired destination.

Prime Capital Investment of the Ozarks is a fee-based fiduciary firm. That means that we earn a flat, performance-based fee. We are both obligated and incentivized to help you achieve the greatest potential growth for your future, and we disclose all fees prior to engaging in a partnership with each of our clients.

Though we certainly enjoy working with clients on a face-to-face basis, we are more than capable of interacting and meeting with you online. In this modern age, we understand if you prefer to work with us over video conferencing apps or phone calls, and our business has been built to adapt to modern technology. We also currently support clients both inside and outside of the great state of Missouri. We are used to conducting business virtually, and we would be more than excited about the opportunity to help you from across state lines.

To maintain complete transparency and give you full access to your portfolio, investments and insurance products, we use multiple third-party custodians. Each of our clients at Prime Capital Investment Advisors of the Ozarks has the ability to sign into those custodians through our website. To see our selected custodians or to log in and view your portfolio, click here.

When first meeting with us, we’d recommend bringing any financial paperwork that you think would help us understand your current financial circumstances. That could mean recent paystubs, current budget sheets, investment statements, personal documents and more. We also strongly advise writing down a few questions you may have, as our meeting is the perfect opportunity to discuss current pain points, potential ideas and basic financial principles. If you have any questions about how to prepare for your initial consultation, please give us a call at (417) 720-4255.