Personal Investment Management serves individuals, families and their related entities, trusts, estates and family businesses.  

Unique among our core competencies and institutional capabilities is nearly 30 years experience serving active participants in employer-sponsored qualified retirement plan programs custodied at TIAA-CREF.  This generally includes faculty and administrators at schools, colleges and universities, as well as health care providers and other professionals employed by not-for-profit organizations and instutitions.  As of March 31, 2011, PIM is providing portfolio management services to more than 500 active or former (retired) plan participants with aggregate TIAA-CREF assets in excess of $250,000,000.

For prospective clients, PIM does not impose minimum account size or net worth requirements, though we do require a modest minimum annual fee.  Please inquire for additional details.