The Freedom to live the life you want
If you desire greater freedom to focus on what’s really important to you, and the confidence of knowing that your portfolio is in the care of trusted professionals, we invite you to consider Private Investment Management, our premium level of discretionary wealth management.
Private Investment Management (PIM)
Private Investment Management is a discretionary managed account enabling you to delegate responsibility of day-to-day investment decisions to Marilyn. With PIM, you can be confident that your portfolio is managed according to strict standards and is closely monitored, both by Marilyn and by an independent risk management group. You can be confident in the management of your wealth, because only experienced investment advisors who have met strict industry-wide qualifications for education, assets under management and investment experience are licensed to provide this level of discretionary investment management.
How it works
By delegating your management of your investments to an accredited portfolio manager, who works within your specific investment preferences, constraints and risk tolerance outlined in your Investment Policy Statement, you can be confident that your investment plan is on track. Because your approval is not required for every single transaction, we can make time-sensitive decisions quickly, helping you get closer to your investment objectives and freeing you from the burden of daily portfolio decisions.
Investment policy statements capture your needs
The Investment Policy Statement is your specific and custom mandate that details all your objectives, goals and constraints in managing your portfolio. You can think of it as the charter or master plan that we create to manage your portfolio.
Essential standards for quality and oversight
Every portfolio we build is based on core asset quality requirements that set the standards for security concentration, industry and sector diversification, market capitalization and credit quality. An additional Portfolio Implementation and Risk Monitoring Group monitors the portfolio for alignment with our investment management guidelines and the preferences, constraints and other unique directives set out in your customized Investment Policy Statement.
Please contact us to find out more.