What is PIM?

Private Investment Management

Designed for portfolios exceeding $200,000, Private Investment Management is a unique discretionary managed account that allows you to delegate responsibility for day-to-day investment decisions to a personal Portfolio Manager. Through this program, you enjoy direct access to a Portfolio Manager with the highest credentials. Based on your growth requirements, income needs and risk tolerance, your Portfolio Manager will create a custom portfolio to meet your needs and objectives and then manage your portfolio according to guidelines you have established in advance.


PIM could be ideal if you desire superior, personalized service and direct access to Nino's expertise as a professional Associate Portfolio Manager. Private Investment Management is built on a foundation of trust and confidence and to ensure that we always act in your best interests, your Portfolio Manager follows a meticulous six-step process.

1. Creating your Investment Policy Statement

2. Balancing your portfolio

3. Managing your portfolio

4. Third party review and monitoring

5. Adjusting your investment strategy

6. Keeping you informed of your progress

This process balances your desire for freedom with your expectation for excellence.

A Discretionary Wealth Management Relationship

If your portfolio's substantial size has made it too complex or time-consuming for you to manage your investments on your own, we can offer you freedom from these tasks through a discretionary wealth management relationship.

Under a discretionary relationship, you set the overall direction of your portfolio, while delegating day-to-day investment decisions to highly qualified professionals.

Alternatively, if your preference is to remain more involved in day-to-day decisions regarding your portfolio, we can also work with you on an advisory or investment consulting basis. Whatever your preference, you can be assured that we will tailor our services to meet your unique needs.

Click here for more information on the PIM program. 

Click here for more information on how discretionary portfolio management gives our clients peace of mind