A unique investment option for our clients..pngThe Private Investment Management (PIM) program is a customized portfolio management program geared toward a client’s specific goals and investment objectives. Tony Maddelina has met stringent criteria based on experience and expertise to be a Senior PIM Portfolio Manager. He actively manages proprietary investment portfolios, which are customized to meet each client’s unique preferences, time horizons, and priorities (e.g., cash flow needs and wealth transfer objectives).

PIM




The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.