Vincent Loporchio
Vincent Loporchio
access additional closer found numerous pools strategy
We've had this strategy in place for more than two decades, really. We've found it to have numerous advantages; we're closer to clients, we can access additional pools of talent.
close funds hesitate
We don't hesitate to close funds when we need to.
certainly continues valued
PRIM certainly continues to be an important and valued relationship.
capital customers gains including laws limits recent reduction retirement taxes
There are many laws that have been important to our customers in recent years, including the increase in retirement contribution limits and the reduction in taxes on capital gains and dividends.
additional assets assistance both decisions demand employees growing help investment provide retirement seen
We have seen a growing demand from ... employers, who want to provide their employees with additional assistance both in making investment decisions and allocating their assets to help them be more retirement ready.
affairs bipartisan choose decisions employees government individual industry public specific terms work
In terms of individual employees, many choose to participate in public affairs by donating to our bipartisan PAC or to specific candidates. Our employees work in an industry that is regulated, and they know that government decisions are important to our customers.
affairs bipartisan decisions employees government industry public specific terms work
In terms of individual employees, many choose to participate in public affairs by donating to our bipartisan PAC or to specific candidates. Our employees work in an industry that is regulated, and they know that government decisions are important to our customers.