PIM Program Summary
We will guide you through a consulting process to identify your financial goals and investment objectives. We are able to determine the proper asset allocation and construct a portfolio of investments needed to achieve the results of your plan.
We provide the ability to hold a wide range of asset types within one portfolio eliminating the need for multiple accounts. We have access to qualified and experienced investment analysts to assist Portfolio Managers. Rather than traditional trade-based commission charges, we charge one fee based on the size of your account.
As your Portfolio Managers, we will actively manage your portfolio on an ongoing discretionary basis using the corresponding investment objectives.