About

Strategic Alliances

PIM has professional relationships with the following institutional custodians, technology providers, professional education and designation-granting bodies and professional networking and education associations.

Certified Financial Planner

Charles Schwab

Custodian

CFA Institute

Investments and Wealth Institute

TIAA

Custodian

Envestnet Tamarac

Technology

Institute for Divorce and Financial analysts

college for financial planning

Envestnet MoneyGuide

Technology

Redtail

Technology

Contact

  • Phone:
    (800) 869-7072
  • E-Mail:
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Clients

Securities offered through Schwab, Fidelity, TIAA. Members FINRA/SIPC | ADV.
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