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Our Clients

Personal Investment Management serves individuals, families and their related entities, trusts, estates and family businesses. As of December 31st, 2020, PIM serves 452 client households, for whom we manage $487,623,800 in investment and retirement assets.

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.

Retirement

Retirement

Years of experience have prepared us to guide you through your life transitions.

Cash Flow Management

Cash Flow Management

We create strategies that are tailored to your needs and goals.

A Holistic Approach

A Holistic Approach

We help you protect your lifetime ability to generate income, maintain employment, grow earnings and build your net worth. 

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