Your personal Portfolio Manager
For investors who prefer to have their portfolios professionally managed on their behalf, and do not have the time to be involved in the day-to-day decisions made in their accounts, we offer Private Investment Management (PIM) – our firm’s premium level of advisor-managed portfolio service. Based on your risk profile, your fully personalized portfolio will be developed based on your specific goals, circumstances, time horizon, risk tolerance and even values. This ensures that when significant market events occur, changes in your accounts are handled in a timely fashion. Annual reviews are still held, and regular calls are made to update you on any significant market events.
