Our Clients

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

Approximately 35 years ago, PIM began providing retirement plan portfolio management services to higher education system faculty and staff and to medical doctors. Today our clients reflect a cross-section of professions. As such, we maintain an intimate understanding of the investment management and long-range estate, tax and retirement planning needs of clients from a variety of personal, professional and academic backgrounds.

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

Financial Advice

Comprehensive financial counsel covering a range of topics such as
investment planning, retirement planning, tax planning,
social security planning and generational wealth transfer.

Let's Get Acquainted

We offer a complimentary no pressure, no obligation "Get Acquainted" meeting. Click to the right to start a conversation.


  • Phone:
    (800) 869-7072
  • E-Mail:
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Securities offered through Schwab, Fidelity, TIAA. Members FINRA/SIPC | ADV.
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