Janis Gilbert

Senior Investment Accountant at Prime Advisors, Inc.

Janis Gilbert

Janis Gilbert

Senior Investment Accountant at Prime Advisors, Inc.

Overview
RelSci Relationships

72

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Investment Strategist at Prime Advisors, Inc.

IT Specialist at Prime Advisors, Inc.

Senior Portfolio Strategist at Prime Advisors, Inc.

Senior Portfolio Strategist at Prime Advisors, Inc.

Senior Investment Strategist at Prime Advisors, Inc.

Senior Portfolio Strategist at Prime Advisors, Inc.

Compliance Officer at Prime Advisors, Inc.

Senior Investment Accounting Analyst at Prime Advisors, Inc.

Former Vice President at Prime Advisors, Inc.

Investment Accountant at Prime Advisors, Inc.

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Janis Gilbert
Senior Investment Accountant at Prime Advisors, Inc.
Career History
Senior Investment Accountant
2006 - Current

Prime Advisors' investment approach seeks to generate after-tax income through crossover trading between taxable and tax-exempt securities, duration selection and after-tax yield pickup swap analysis. The firm's utilizes proprietary systems and dynamic financial analysis models to develop optimal investment strategies.Prime’s credit research process begins at the Investment Committee level. The Investment Committee sets broad risk parameters and mandates that are applied across all portfolios. Then, on the security level, Prime performs independent credit research for securities that they manage. Their credit research team performs bottom-up individual security analysis and must approve an issuer prior to purchase. This team works with the portfolio managers to determine relative value within the corporate bond market, but ultimately the portfolio managers determine if an issuer is appropriate for a client’s portfolio. In addition to conducting fundamental credit analysis, Prime strives to achieve their investment objectives by emphasizing high-quality issuers, diversification and liquidity among market leaders. ^

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Other Affiliations

Janis Gilbert is affiliated with Prime Advisors, Inc.