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Working with a PIM portfolio manager

The Private Investment Management (PIM) program is a customized portfolio management experience geared toward your specific investment goals. It is designed for investors who are seeking long-term portfolio management with a manager who can execute decisions on your behalf, backed by a wide array of research analysts.



  • Ability to hold a wide range of asset types within one portfolio, eliminating the need for multiple accounts 
  • Frees your time from being your own asset manager 
  • Requires only one fee based on the size of your account, as opposed to traditional trade-based commission charges
  • Top-quality portfolio management expertise and personal services 
  • Access to our team members, who are qualified and experienced financial advisors and have achieved the Senior PIM Portfolio Manager designation



To earn the PIM Portfolio Manager designation, a financial advisor has met stringent criteria based on experience and expertise. 

Program requirements include: 

  • Prerequisite of a minimum of two years as a portfolio manager, five years in financial services, and completion of securities exams  
  • Completion of advanced training, including:
    • Ethics exam
    • Proxy exam
    • 40-hour portfolio management training course 

Working with a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional

A financial advisor who holds the CFP® certification has gone through extensive education in analyzing and developing personal, long-term financial strategies for clients. A CFP® professional can develop a strategy tailored to your needs using a variety of products and services.



A CFP® professional can help you identify your financial priorities in light of your current circumstances and make adjustments as your life and the markets change.



Using a team approach to coordinate estate planning strategies with you and your attorney, a CFP® professional can help you evaluate whether certain techniques are appropriate for your individual circumstances.



To earn the CFP® certification from the Certified Financial Planner Board of Standards, Inc., a financial advisor must complete rigorous education, examination, experience, and ethics requirements. 

Program requirements include: 




If you’re interested in engaging a CFP® professional, contact Jonathan Catlin to talk more about his process and the value he provides.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.