Prima Portfolio Services Inc. of Denver has agreed to provide data collection, analytics, and research collateral for unified managed accounts to the wealth management team at J.J.B. Hilliard, W.L. Lyons Inc.
Founded in 1854, Hilliard Lyons is based in Louisville.
Prima Portfolio Services, which uses the Prima Capital brand, serves banks, broker-dealers, and trust companies.
Hilliard Lyons announced the agreement last week.