Confidentiality: We consider our client relationships, and indeed all of our relationships to be sacred. PIM will never disclose non-public confidential information about any client to anyone unless legally required to do so.
Transparency: As a matter of business policy and SEC regulation, PIM makes full, fair, and proactive disclosure of all actual or potential conflicts of interest, applicable fees, and other material information. We stand ready to discuss any business matter pertaining to PIM at any time.
Integrity: We insist on unquestionable integrity in our interactions with our clients, with our partners and with one another.
Objectivity: As a fee-only Registered Investment Advisor, PIM does not accept compensation from investment product manufacturers or distributors and as such is better able to maintain objectivity in its investment selection process.
Professionalism: We strive to conduct our business with the highest degree of professional courtesy and respect to all constituents and stakeholders.
Competence: We believe strongly in ongoing professional education, pursuing and acquiring relevant industry credentials and maintaining a high level of technical competency. This is evident in the educational background and professional qualifications of all PIM staff.
Experience: We understand that in an ever-changing economic and geo-political environment, we must maintain current subject matter expertise in order to serve our clients. As such, we value and promote continuing education and opportunities for unique professional experience.