For Institutions
Fiduciary oversight and plan guidance built around your organization’s needs
What Sets Us Apart
- Independent Fiduciary
- Decades of Experience
- Personal Guidance
- Rooted in Community
Fiduciary Expertise
For ERISA Plans
As Retirement Plan Consultants and Investment Advisors, we serve Retirement Committees of organizations that offer retirement plans to their employees. We deliver the information, insight, and counsel so Committees have confidence in decision-making that conforms to the high conduct standards expected from plan fiduciaries.
"An advisor’s greatest accomplishment should be getting their clients through retirement where they can live worry-free, without the fear of outliving their retirement savings."
Chip Hunt - Founder
Key reasons organizations work with us:
- Access to our extensive retirement plan knowledge and expertise (over 40 years working in all facets of qualified retirement plans);
- Effectiveness in problem-solving service issues;
- Easily accessible, highly responsive, and dependable.
The PrimeTRUST Service Experience:
Get a glimpse into who we are and what it is like working with us in this short introduction video
Chip Hunt shares his “WHY” to explain what your Service Experience is like when you work with PrimeTRUST Advisors.
Learn more about our services by Plan type:
We help you prepare for and navigate life’s most important financial events — from retirement and inheritance to career changes or major decisions. Our role is to bring clarity and confidence to every step so you can move forward with purpose and peace of mind.
Our Pension Capabilities:
- Formalize Strategy, Targeted Objectives, Funding & Investment Policies
- Asset/Liability Modeling
- Structure Dynamic Asset Allocation
- Investment Manager Selection and Performance Monitoring
- Manage & Monitor Plan Performance Results
Our 401(k) Capabilities:
- Consulting
- Plan Design
- Proprietary Investment Management Selections
- Performance Monitoring and Evaluation
- Investment Policy Statement
- Participant Group Meetings
- Fee Benchmarking
- 401(k) Service Provider Evaluation and Selection
- One-on-One Financial Planning Sessions for Participants
How Clients Describe Working With Us
Catherine YamasakiAugust 27, 2025Trustindex verifies that the original source of the review is Google. Chip & Jamie Hunt (father & son) have always greeted us at the door of their office, with a smile and an eagerness to assist us with all our financial needs. Chip (the father) is extremely professional, has a quiet and calming demeanor, and is a wonderful listener. He addresses all of our financial questions and we feel confident with Chip’s vast knowledge of the markets, we are being advised as to what is best for our family’s future. Jamie (the son) is quite proficient on the technical side; (ie: grafts, charts, trends, computer knowledge) and is quite up-to-date on where we need to be to have a comfortable and reliable retirement. Chip and Jamie bring a complete package of knowledge to the table that allows us to feel confident that we are making the best decisions necessary for our future. They are both good people that really care and love their work. We are grateful to have them in our community. Frank CozzAugust 6, 2025Trustindex verifies that the original source of the review is Google. Chip & Jamie are highly competent professionals. We chose them over two other very large organizations with similar competence because they offered us solid and practical advice for our multi-national firm. The end result is that we are very comfortable that we have fulfilled our fiduciary obligations, we have made prudent choices for our members and we have streamlined our plan to make it more accessible and attractive to our employees. In short, we can without reservation recommend PrimeTrust Advisors as a top notch advisory firm. Hal SingleyJuly 18, 2025Trustindex verifies that the original source of the review is Google. I have worked with PrimeTrust for many years. They serve as my companies investment advisor and we have been so happy with their advice. I also use them for my personal retirement planning and have been so impressed with the detailed plan they prepared. It’s so comforting to know you are on the right path! I highly recommend them Hannah JeffriesJune 13, 2025Trustindex verifies that the original source of the review is Google. Chip and Jamie are awesome! We've been using them for years and recommend them to everyone we know! Bobby GodbeeMay 23, 2025Trustindex verifies that the original source of the review is Google. Chip and Jamie have guided us for over a decade now on our financial planning and retirement. With their help, my wife was able to retire a year early and I was able to retire 6 years early! Highly recommended. Breean O'NeillJanuary 10, 2024Trustindex verifies that the original source of the review is Google. If you're looking to plan for your future, my husband and I HIGHLY recommend Prime Trust Advisors. We gained so much knowledge and confidence after working with them and truly believe we are headed in the right direction for our family. Their local, personalized approach made us feel comfortable discussing finances and long-term plans without feeling like we were being "sold" on anything. They've truly helped us in a way that we didn't think was possible! Howard MitchellFebruary 7, 2022Trustindex verifies that the original source of the review is Google. Chip and Jamie Hunt worked closely with us, explaining in great detail what they could help us with in planning our retirement strategy. A lot of information, but they made it understandable, and made us very comfortable. We appreciate their commitment and professionalism and know they will continue to give us the good (sometimes hard! but necessary!) advice. Dean YamasakiFebruary 6, 2022Trustindex verifies that the original source of the review is Google. My wife and I met Chip and Jaime at a PrimeTRUST sponsored seminar in early 2020. Since that time we have worked with them to update and organize our financial plan. We appreciate the attention to detail and recommendations that have been provided to establish a strategy for our golden years down the road.Google rating score: 5.0 of 5, based on 15 reviews
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