Your Trusted Partner in Mutual Fund and ETF Services
Helping RIAs Launch, Grow, and Optimize Funds for Over 25 Years
For more than 25 years, Premier Fund Solutions has been the trusted partner for Registered Investment Advisors and money managers seeking to launch, grow, and optimize their mutual funds and ETFs. Our team of seasoned professionals brings unparalleled expertise to every client relationship.
Committed to Your Success
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 a cost-conscious approach, combining deep industry knowledge with 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.
We're All In On Your Success
The Premier Fund Solutions team brings relentless energy and dedication to every SEC filing, every compliance task, and every challenge you face.
Can-Do Attitude
We approach every challenge with optimism and determination to find solutions. Complex regulatory requirements do not intimidate us. They motivate us to find the clearest path forward for your fund.
Proactive Partnership
We do not offer passive support. We actively work alongside you to anticipate problems, identify opportunities, and keep your fund operations running smoothly.
Powerful Results
Back-office work may not be flashy, but with Premier Fund Solutions, it is powerful. Our attention to detail and commitment to accuracy protects your fund and your investors.
Cost-Conscious, Client-Centered
We pair expertise with a cost-conscious approach, offering something truly rare in this space. Our process is designed to deliver maximum value at every step.
Personalized Partnerships
We take the time to understand your unique business needs, goals, and challenges before recommending a path forward.
Strategic Guidance
Our experts provide clear direction through the complex regulatory landscape of mutual funds and ETFs.
End-to-End Support
From initial concept to ongoing operations, we are with you every step of the way.
Cost-Effective Solutions
We deliver premium services at rates significantly below industry standards, making fund launches accessible to advisors of all sizes.
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.
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.
Proactive Partnership
We don't just provide passive support—we actively anticipate your needs and work alongside you to achieve success.
Contact Premier Fund Solutions
Ready to launch your mutual fund or ETF? Contact Jeff Provence today for a free consultation.