About Us
Serving 2 Million Clients
Playing an integral role in Primerica’s mission to help families achieve financial security, PFS Investments Inc. boasts the industry’s largest mutual funds sales force, serving the investment needs of more than 2 million clients.
Our focus is on middle-income families.
PFS Investments Inc. is committed to helping middle-income families invest for the future through mutual funds. More than 31 years of experience in this market have helped Primerica and PFS Investments Inc. understand the needs of small investors.
More than $25 Billion in Asset Values
PFS Investments Inc.'s investment clients have more than $25 billion in asset values in their Primerica investment accounts (as of June 30, 2009), a testament to the popularity of Primerica’s asset management solutions. This figure also communicates the sizeable impact of Primerica’s proven financial education concepts on families saving for the future.
Bringing the Power of Wall Street to Your Door
PFS Investments Inc. markets first-rate products and services from some of the global market’s most distinguished investment firms, including:
- Invesco Aim
- American Funds
- Franklin Templeton Investments
- Legg Mason Funds
- Pioneer Investments
- Van Kampen Investments
Our strategic partnerships with these established companies give you access to some of the industry’s most recognized and reputable portfolio managers.
An investor should carefully consider a fund’s investment objectives, risks and expenses before investing. The prospectus contains this and other information. You can obtain a prospectus by contacting your PFS Investments representative or PFS Investments at 770-381-1000. Please read and consider the prospectus carefully before investing.
PFS Investments’ Approach to Investing
PFS Investments Inc. is dedicated to helping investors carry out their long-term investing strategies through open communication, intelligent planning, full disclosure and efficient execution. Your relationship with PFSI begins with a discussion about your financial goals. Next, your Primerica representative asks you a series of questions to determine your investing profile and risk tolerance. Once you have worked together to identify your investing style, your Primerica representative can present custom-designed model portfolios with pre-selected funds and other appropriate asset management vehicles. See for yourself how it all comes together. Contact your PFS Investments Inc. registered representative today for an appointment.
Award-Winning Customer Service
Primerica Shareholder Services provides exceptional customer support to PFS Investments Inc. clients, from call center assistance to detailed holdings statements. Primerica Shareholder Services has been recognized four consecutive years by independent ratings firm Dalbar for achieving the highest standards in customer satisfaction. Clients invested in Legg Mason Funds, Invesco Aim, Van Kampen and Pioneer funds may manage their portfolios at Primerica Shareholder Services. Information regarding investments at other fund companies may be found on the companies’ Web sites.
Make your investing decisions with confidence.
PFS Investments Inc. has partnered with Morningstar, the authority on investment research, to deliver the most complete view of investment vehicles and give you the information you need to make investing decisions. Morningstar is one of the most recognized names in the industry, drawing on decades of experience with research technology and asset class modeling.
Put together a complete financial strategy for your family.
Not only can Primerica’s financial solutions help you build financial security, but they can also help you protect it. Custom Advantage term life insurance products marketed by Primerica Life Insurance Company give you the peace of mind that your family can maintain their quality of life today while you’re working to build wealth for the future. Ask your Primerica representative for more information about our affordable, practical term life insurance.