ABOUT US
Come see our new home.
Directions: From I-459, take I-65 S, then take the Valleydale Road exit and turn left. You will pass Lowe's on your left then BP on your right. Just past BP you will turn right into Southlake Park Office Condominium Complex. Drive straight back as far as you can go, then you have to bear left. We will be the end building on the left. Our office faces the hill.
Our New Address Is:
Pryor McCormick | 4000 Southlake Park | Suite 200 | Birmingham, AL 35244
To see our building in progress, please click here!
Our Three Client Absolutes
1. Every client will have more than one advisor dedicated to their family's accounts. This will ensure that each account is managed by advisors with different but complimentary skills, education and experience. Wide age differences will also enable our advisors to relate to each family across generations, top to bottom.
2. Each client will have a regular schedule of face-to-face meetings. In addition to giving clients regular opportunities to have questions answered and new ideas explored.
3. We will communicate with each client in the way they prefer. Since meaningful communication promotes understanding and appreciation, each client should have a higher sense of what they own, why they own it, and how they are doing. Different generations of the same families derive satisfaction from various communication media, but they all want to understand and appreciate their financial plans.
Our Investment Philosophy
It is important for our clients to make money consistently. That understanding, plus our anticipation of the coming financial times, has led us to pursue absolute returns instead of relative returns. We put less emphasis on asset allocation than the styles, resources, philosophies and track records of diverse institutional money managers. Judging institutional managers by their adherence to stated investment methodologies and their resultant returns, we rebalance only when those standards are threatened. We employ a limited number of institutional money managers from an unlimited universe of candidates. We make full use of tactical overlays as a part of our overall approach to investing for absolute returns.
Our Ideal Client
The clients who get the most from relationships with us say they appreciate our ability to help with all aspects of their financial lives. So, our ideal client will learn to trust us with many aspects of their lives. They have built wealth over time, and have concerns about building, preserving and passing on those blessings. While families share similarities and differences, they all have issues. Our firm sets a schedule for each of our clients so that, over time, we can explore 13 wealth issues our research and experience tell us affect our client's families. Few families have concerns in all 13 areas but our clients like to know they have covered all the bases.
The Birmingham office of Pryor McCormick was named in the November 12th, 2007 issue of Forbes Magazine by Goldline Research as:
"One of the Ten Most Dependable Wealth Managers of the Southeast."
PryorMcCormick Investments
4000 Southlake Park, Suite 200
Birmingham, AL 35244
Securities and investment advisory services offered through Sterne Agee Financial Services.
Member FINRA/SIPC.
PryorMccormick is not an affiliate of Sterne Agee Financial Services.