Your Fiduciary - Private Investment Management

 

We are legally committed to the fiduciary duty we have with all our clients - which means providing the highest standard of care. In other words, we are formally obligated to look after your best interests when managing your money and only provide services that are beneficial to you. We've been doing this from day one so it's not just talk - upholding your trust is in our DNA.

 

Here's how it works:

Private Investment Management is a unique advisor-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 by your Portfolio Manager. 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, your Portfolio Manager is able to take advantage of investment opportunities quickly and efficiently. Your Portfolio Manager must also work within specific guidelines established in advance and is accountable to these guidelines, which are regularly reviewed and adjusted according to your needs.

Only a select group of our Investment Advisors can offer you portfolio management services through Private Investment Management. Portfolio Managers must possess advanced investment credentials, extensive experience advising clients and substantial assets under administration.

Unlike most money management programs where you never meet 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. Because you have a personal relationship with your Portfolio Manager, your portfolio can more accurately reflect your individual goals and objectives on an ongoing basis.

 

Wayne McDowell

Vice President & Portfolio Manager

 

   I take my responsibility as a portfolio manager very seriously. I am dedicated to meeting my clients wealth management needs and putting them on track for a prosperous financial future, which I believe starts with a personalized dynamic portfolio strategy. Our team takes the time to fully understand a clients financial needs and helps find a balance with the risks they can and need to take.

 

 

Diligent

Trustworthy

Wealth management with integrity