Private Investment Management (PIM)

Freedom to Live the Life you Want….

Paul is proud to offer you Private Investment Management (PIM). It is designed to free you from the day-to-day details of managing your wealth, so you can pursue your own personal and professional goals.

Benefits of Private Investment Management

Discretionary Portfolio Management through a Personal Portfolio Manager

Private Investment Management is a unique discretionary managed account where you delegate responsibility for day-to-day investment decisions to a personal Portfolio Manager.

With Private Investment Management, you get a completely customized portfolio designed specifically for you. Your portfolio is built from the ground up based on factors such as growth requirements, income needs and risk tolerance. Because your approval is not required for every single transaction, Paul is able to take advantage of investment opportunities quickly and efficiently.

The Highest Credentials at Your Service

Paul's expertise is unique in that only a select group of Investment Advisors are able to offer you portfolio management services through Private Investment Management.

As a Portfolio Manager, he possesses advanced investment credentials, extensive experience advising clients and substantial assets under administration. The Portfolio Manager Designation is one of the highest credentials an investment professional can achieve.

Direct Access to Your Portfolio Manager

Private Investment Management offers you the unique opportunity to sit down with your Portfolio Manager and discuss your needs one-on-one.

Through building a personal relationship with Paul, your portfolio can more accurately reflect your individual goals and objectives on an ongoing basis.

Meticulous Six Step Process

Paul follows a meticulous six-step process to ensure his actions always reflect your best interests. This process balances your desire for freedom with your expectation for excellence. It includes:

  • Creating your investment policy statement

  • Building your portfolio

  • Managing your portfolio

  • Third-party review and monitoring

  • Adjusting your investment strategy

  • Keeping you informed of your progress

Private Investment Management could be ideal if you:

  • Desire superior, personalized service and direct access to a professional Portfolio Manager

  • Want freedom from making daily investment decisions

  • Seek a disciplined approach to professional wealth management

For more information on the Private Investment Management program, see our PIM Brochure