About Us

A Proven Record
Approximately 3.1 million clients maintain investment accounts with PFS Investments Inc.1 Our representatives work every day to teach families concepts from our How Money Works™ financial guide2 and help put them on the path to financial independence.

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 three decades of experience in this market have helped Primerica and PFS Investments Inc. understand the needs of small investors.

More Than $128 Billion in Asset Values1
PFS Investments Inc.'s investment clients have more than $128 billion in asset values in their Primerica investment accounts (as of December 2025)1, 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:

  • Franklin Templeton Investments
  • Invesco
  • Legg Mason
  • Nuveen
  • Fidelity

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 or summary 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.3 Your relationship with PFSI begins with a discussion about your financial goals. Next, your PFSI registered 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 PFSI registered 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 each year since 2003 by independent ratings firm Dalbar for achieving the highest standards in customer satisfaction.4 Clients invested in Franklin Templeton, Legg Mason, Invesco, Nuveen, and Fidelity funds may manage their portfolios at Primerica Shareholder Services. Information regarding investments at other fund companies may be found on the companies' websites.

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.

A Financial Strategy Is Not Complete Without Income Protection.
Not only can Primerica's financial solutions help you work toward financial security, but they can also help you protect it. Custom Advantage and TermNow term life insurance products marketed by Primerica Life Insurance Company5 could help you protect your income while you work to build toward a comfortable retirement. A Primerica representative can give you details about term life insurance offered through Primerica.

  1. Numbers reflect the combined totals as of or around December 31, 2025, for the following affiliated companies: LiIn the United States, securities are offered by PFS Investments Inc. (PFSI). In Canada, mutual funds are offered by PFSL Investments Canada Ltd., mutual fund dealer, and segregated funds are offered by Primerica Life Insurance Company of Canada. Each company is responsible for its own financial obligations.
  2. PRIMERICA and the Primerica Logo are trademarks of Primerica, Inc., registered in the U.S. and Canada. HOW MONEY WORKS™ is a trademark of Primerica, Inc. All rights reserved.
  3. Primerica representatives are not financial or estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional.
  4. Dalbar.com, “DALBAR Mutual Fund Service Award 2025,” January 8, 2026.
  5. Primerica representatives market term life insurance underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, NY in New York State; Primerica Life Insurance Company, Executive Offices: Duluth, GA in all other U.S. jurisdictions; and Primerica Life Insurance Company of Canada, Home Office: Suite 400, 6985 Financial Drive, Mississauga, ON, L5N 0G3, Phone: 905-812-2900 in Canada.

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