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

Who We Are

FIM Group has served clients as a global investment manager and advanced financial planner since 1984. Our mission is to ensure that you have the resources you need for the quality of life you desire. Over the years, we have achieved this for our clients by generating positive, long-term, sustainable performance. We emphasize protecting and sustaining your wealth every bit as much as growing your assets.

As trusted family advisers, we serve as a fee-only manager. This important distinction ensures that we are totally objective. We believe this allows you peace of mind that all decisions and actions that are completed on your behalf are done solely for your best interest.

As money managers with a long-term perspective, we emphasize an active, "price matters" holistic approach to portfolio management. It is the combination of our skill, ethical and professional staff, economically responsible philosophy, committed management and our dynamic thinking that truly makes us unique.

What We Do

Taking great care of clients is our central mission. We leverage our core strengths of active investment management and ongoing financial planning to serve your investment and financial needs. We help you prepare for and navigate through today's rapidly changing world. We work with you to assess your financial situation, goals and dreams. As your needs evolve, we provide ongoing financial assistance that could range from retirement plan design to advanced estate planning. Our seasoned portfolio management team combines the latest in cutting-edge technology with an active investment philosophy to create and manage an individualized, tax-efficient portfolio for you.

Why We Do What We Do

The reason we do what we do is really quite simple: Your success is our success. At FIM Group we help you create, preserve and perpetuate an environment where life's greatest moments will flourish. We sincerely thank you for your confidence in us and your continued willingness to share good words about FIM Group with friends and family.

Our Active, Global Approach

FIM Group combines highly skilled portfolio managers, a dedicated trading team, cutting-edge information technology, and an active investment philosophy to manage the assets that you entrust to us. As active investment managers, we rigorously analyze each of your investments with a process that often includes traveling the globe to meet the management of the companies we're considering investing in and "kicking the tires" firsthand. Our investment management committee meets daily to evaluate investment ideas and make adjustments as needed. The culmination of our research and execution is your individualized portfolio. This "living" portfolio is monitored daily and adjusted as needed.

 
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