Investment Professional

Insight begins with the right connection

Project by Project Business

We specialize in custom search and delivery of hard-to-find experts with a niche knowledge base.

For each request, Our Team will:

  • Target and recruit fresh experts.
  • Pre-screen all experts (live over the phone) prior to each interaction.
  • Deliver a “qualifying statement” with each expert biography, enabling clients to be more selective in their choice of consultants.
  • Schedule consultations through Outlook Meeting Planners.
  • Maintain privacy; every expert signs our confidentiality agreements and project information is not repurposed.
  • Ensure compliance standards are followed on each call, and liaise with client’s Compliance department as necessary

Contact Information

Primary Insight will use the contact information provided to reach out to you about new consulting opportunities.