The Highest Credentials at Your Service
Only a select group of Investment Advisors can offer portfolio management services through Private Investment Management. Darryl and Merlin have both met the standards of experience, professionalism, ethics and education to provide discretionary portfolio management to individuals and institutions.
Private Investment Management (PIM) offers a premium level of discretionary wealth management designed to free you from the day-to-day details of managing your wealth. It gives you the confidence to pursue your goals, knowing your wealth will be managed according to the highest standards.
Your Personal Portfolio Manager
With PIM, you receive a completely customized portfolio designed by Merlin and Darryl, your Portfolio Managers. 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, Merlin and Darryl are able to take advantage of investment opportunities quickly and efficiently. In addition, they work within specific guidelines established in advance and are accountable to these guidelines, which are regularly reviewed and adjusted according to your needs.
Direct Access to Your Portfolio Manager
Unlike most money management programs where you never meet your Portfolio Manager, Private Investment Management offers you the unique opportunity to contact Merlin and Darryl to discuss your portfolio and needs. Because of this personal relationship, your portfolio can more accurately reflect your individual goals and objectives on an ongoing basis.
Third-Party Review and Monitoring
An independent risk management group reviews your portfolio on a quarterly basis to ensure it meets the high standards set out in your investment policy statement.