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The Private Investment Management (PIM®) Program

The Private Investment Management (PIM®) program is a customized portfolio management program geared toward a client's specific financial goals and investment objectives. Gary Bezilla and Alan Kinney have met stringent criteria based on experience and expertise, to act on a discretionary basis as your own personal portfolio manager. Less than 10 percent of the firm’s Financial Advisors have met the criteria to act as PIM® Portfolio Managers.

The PIM® program is designed for investors who:

  • Want a customized investment program based on an active management approach to asset allocation
  • Prefer a portfolio manager who can make investment decisions on their behalf
  • Are seeking long-term portfolio management through diversification while keeping underlying investment costs to a minimum
  • Seek the flexibility to build and maintain a portfolio using a wide array of investments
  • Value a high level of professional services and personal attention available only to high-net-worth clients