The People Behind Premier Fund Solutions
A small senior team, two offices, one focus since 2001.
Premier Fund Solutions is the group of people who form and run mutual funds and ETFs for registered investment advisors and money managers. You work with the same senior people from the first call through every filing, from El Cajon, California and Cleveland, Ohio.
Cost-Conscious, Client-Centered
Founded in 2001, Premier Fund Solutions was built on a simple premise: advisors deserve a partner who truly understands the mutual fund industry and can deliver comprehensive services without the excessive costs typically associated with fund management.
Jeff Provence started registering mutual funds with the SEC in 1998, developing deep expertise in fund organization, regulatory compliance, and cost-effective operations. That experience became the foundation for Premier Fund Solutions, which has grown to serve RIAs nationwide from offices in El Cajon, California and Cleveland, Ohio.
Behind our dedication is serious substance. We know fund startups, SEC regulations, and tax filings inside and out. We pride ourselves on making even the most complex regulations understandable, breaking down barriers so you can invest for your clients with confidence. We pair a can-do attitude with deep industry knowledge and a cost-conscious approach that sets us apart.
Our Mission
To provide unparalleled back-office services that exceed client expectations. We are committed to integrity, innovation, and excellence in all that we do, delivering comprehensive, cost-effective solutions for the mutual fund and registered fund industry nationwide.
Our Vision
To be the premier choice for advisors seeking to launch mutual funds, add ETF share classes, or convert SMAs to ETFs, providing customized solutions that maximize growth while keeping costs to a minimum.
The Premier Difference
A small senior team, direct access to the people doing the work, and rates well below the large administrators. Here is what that looks like day to day.
Personalized Partnership
We learn your business, your goals, and your constraints before recommending a path. Then we stay ahead of it, flagging problems and opportunities before they reach you.
Clear Guidance
Fund regulation is complex. That is the job, not an obstacle. We find the clearest path through it and explain each step in plain language.
End-to-End Support
The same people take you from initial concept through ongoing operations. Back-office work is not flashy, but done accurately it protects your fund and your investors.
Cost-Effective
We deliver full service at rates well below industry norms, which puts a fund launch within reach of advisors of every size.
Meet the Experts Behind Your Success
Our highly qualified team brings over 50 years of combined experience in the mutual fund industry, providing you with unmatched expertise and dedication.
Jeff Provence
President
Jeff has focused his career on providing registered investment advisors with a truly unique and cost-effective solution for mutual fund startup and operations. He started registering mutual funds with the SEC in 1998 and continues to oversee the funds Premier supports.
Kathy Bozek
Lead Administrator & CCO
With over 20 years in mutual fund administration, Kathy excels in SEC regulatory filings and ensures clients navigate the complex regulatory landscape with confidence. She serves as Chief Compliance Officer of Premier Fund Solutions.
Jamie Craft
Chief Technology Officer
Jamie focuses on technology systems for mutual fund operation and compliance. He assists in N-CSR filings and produces quarterly compliance reports and N-Ports for clients. He is President of the PFS Funds series trust.
Tiffany Eichenberger
Lead CPA
With over 20 years of experience auditing mutual funds, Tiffany excels at breaking down complex accounting and tax concepts. She is a member of the American Institute of CPAs and Ohio Society of CPAs.
Brett Middendorf
Tax and Financial Reporting
Brett joined Premier Fund Solutions in 2014 with a background in public accounting. He is involved in the preparation of financial statements, tax returns and dividend distributions.
Daniel Provence
Financial Preparation & Software Development
A UCSD graduate with a B.S. in Business Economics and Finance minor, Daniel has a strong foundation in data analysis, financial analysis and software integration. He prepares SEC filings and financial statements.
Heather Schlickman
SEC Filings
Since 2012, Heather has worked with multiple RIAs and served as a fund administrator. She prepares monthly SEC filings and participates in quarterly, semi-annual, and annual filing reviews.
Devin Provence
Marketing & Operations Coordinator
Devin holds a B.S. in Business Economics from UC San Diego and is completing an MBA with an emphasis in finance at Adams State University. He manages Premier's online presence and the tools and systems the team runs on day to day.
Join the team
Premier is adding to a small, senior team that works directly with the advisors it serves. Current openings are listed here and on our company pages.
The Principles That Guide Us
These core values are the foundation of everything we do, guiding our decisions and shaping our relationships with clients.
Integrity
We uphold the highest ethical standards in every interaction, ensuring trust and reliability in all our dealings.
Innovation
We continuously evolve our processes and technology to deliver smarter, more efficient solutions for our clients.
Excellence
We strive for excellence in every aspect of our service delivery, continuously improving to exceed expectations.
Accessibility
You reach the person doing the work, not a service desk. Questions get answered by someone who knows your fund.
Contact Premier Fund Solutions
Ready to launch your mutual fund or ETF? Contact Jeff Provence today for a free consultation.