• Financial & Investment Management Group
  • Monday, December 01, 2008

FIM Group Recent Press

  • Paul was quoted by Jon Nadler of Commodity Online


    "The wonderful thing about gold is that you still have willing buyers," said Paul Sutherland, chief investment officer for Traverse City, Michigan-based Financial & Investment Management Group, which manages about $540 million and has 5 percent of its assets in the metal. "One of the first things people will buy once they take their heads out of the foxhole is gold. It can take on a life of its own and go to $1,000, $2,000."
     
  • Municipal bonds: an investment with civic pride


    Paul was recently quoted in The Christian Science Monitor regarding the outlook on municipal bonds
     
  • There’s Still Time To Win It All Back


    Linda Stern of Newsweek, quoted Paul in a recent article about recouping losses over the long-term
     
  • Paul was asked to comment on the need to remain calm amid the current market turmoil


    "This is when you want to be looking forward and not getting caught in the headlights," he said.
     
  • Paul was recently interviewed by Barrons: Banking on Santander


    "Those banks that have experience acquiring other banks are the ones you want to own in this market," says Paul Sutherland, president of Michigan-based Utopia Funds, which owns preferred shares of Santander.
     
  • Paul was recently interviewed for the Traverse City Record Eagle on the current market volatility


    Financial advisor Paul Sutherland said he received several calls Monday from skittish investors. But Sutherland, president of FIM Group/Utopia Fund, an international investment firm based in Traverse City, tells his clients that market downturns are normal and that there are still plenty of money-making opportunities.
     
  • FIM Group has been recognized by Financial Advisor Magazine


    FIM Group was recently recognized by Financial Advisor Magazine as one of the fastest-growing independent advisory firms in the country
     
  • Socially Responsible Funds Smudged


    Paul is quoted in a recent article by Investor.com's Jesse Emspak, regarding socially screened funds.
     
  • Long-short fund favors global companies


    With many stocks down 50%, the time is right to buy, Utopia Growth manager says
     
  • Business Week's Ben Steverman asks Paul: Is Wal–Mart Stock Peaking?


    After years of disappointing investors, shares of the discount chain have jumped to a four-year high. But are they now too pricey? FIM Group's Paul Sutherland weighs in on the topic.
     
  • 10 Questions for: Paul Sutherland President, Utopia Funds


    Paul was recently featured in the August 2008 Issue of Boomer Market Advisor Magazine
     
  • Standouts


    How to use branding, marketing, PR, and new media to differentiate yourself
     
  • Brazil ETF Could Have Even More Room to Grow


    Paul Sutherland, a portfolio manager for the Utopia Funds, is also optimistic toward Brazil's prospects for growth. "I really like what's going on in Brazil," he says, "I think on a long-term basis, they are absolutely going to develop into a first-world country."

     
  • Investors roll out the red carpet for pink-sheet stocks


    Market cap of companies, trading volume are on rise
     
  • Utopia Fund Manager Follows His Gut


    Fund manager Paul Sutherland uses a Zen philosophy on behalf of his investors.

    "The key elements of balance and finding your spiritual center are vital to your understanding of money," says Sutherland, author of "Zenvesting" and founder of the Utopia Funds. "Like food, water, warmth and touch, money is part of our lives. View it like energy."

     
  • Stocks: Small Is Beautiful


    Shares of smaller companies are sometimes volatile and risky, but they can provide great opportunities. Here's how to find them
     
  • Global Total Return Investing


    Paul was recently interview by The Wall Street Transcript on Global Total Return Investing.

     
  • Investing: Why You Should Make $25 Mistakes


    When Paul Sutherland was 17, a family friend gave him $2,000 to test his investing legs with the instruction that he could keep any profits over 11.2 percent. It was the 1970s, and stocks were in the midst of a long bear market, but Sutherland made out by trading gold, silver, U.S. and foreign coins, and paper currency. Today, he's the chief investment officer of the globally focused Utopia Funds, based in Traverse City, Mich.

     
  • Paul was recently featured in the May 9th issue of Business Week.


    It takes an experienced hand to navigate today's turbulent markets. But if you're looking for a mutual fund that will see you through the morass, don't just look at funds with long track records. Often these are victims of their own success, having become so popular that their asset levels are bloated. As a result, managers may not be able to maneuver portfolios nimbly enough to sidestep downturns and may also miss out on potential buying opportunities.

     
  • Investing: Why You Should Make $25 Mistakes


    When Paul Sutherland was 17, a family friend gave him $2,000 to test his investing legs with the instruction that he could keep any profits over 11.2 percent. It was the 1970s, and stocks were in the midst of a long bear market, but Sutherland made out by trading gold, silver, U.S. and foreign coins, and paper currency. Today, he's the chief investment officer of the globally focused Utopia Funds, based in Traverse City, Mich. Recently, I asked him about global investing, hot sectors, and which funds he likes.

     
  • Reuters AdvicePoint Interviews Suzanne Stepan


    Suzanne Stepan from Utopia Funds will be among those speaking at the April 9th Reuters Advice Point Forum NY. She will be a panelist on the session dedicated to a discussion of the uses of style boxes in the world of mutual funds. She was kind enough to spend some time with Reuters Advice Point and answered a few questions in advance of her appearance.
     
  • Paul was recently interviewed by Investment News regarding his thoughts on Carbon emission trading


    The fight against global warming is making carbon emissions the hot new commodity.

    According to a February report from New Carbon Finance, a research provider for global carbon markets based in London, the United States could have a $1 trillion domestic carbon emissions market by 2020 if it develops a comprehensive "cap and trade" program.

     
  • Zach was recently named a "Contrarian to Watch" by BusinessWeek


    Scroll down the list of top-performing equity mutual funds and a lot of familiar names pop out?Kenneth Heebner, Chuck Royce, John Calamos, and more. All have had success going against the market's conventional wisdom. But with most of these legendary investors up there in years, Royce was managing money before the Beatles came to America, and Heebner started his first job as U.S. combat troops entered Vietnam, who are the maverick fund managers of the future?

     

 
FIM Group Login
 

Please Download the latest version of flash