The Private Investment Management Program

As a “discretionary” account, your investment account through the PIM program is structured to let our team’s portfolio manager make investment decisions on your behalf, based on your risk tolerance and financial objectives. As your advisor, the portfolio manager will guide you through our process to obtain your investment goals and risk parameters and then use asset allocation to construct a personalized portfolio to help meet your financial objectives.
Importance of Consulting

Our Envision Process

  1. Client Profile: Meet for a comprehensive fact-finding session to learn about you.

  2. Asset Allocation: Develop your personalized mixture of stocks, bonds, and cash alternatives.  

  3. Security Selection: Determine which securities are right for you, i.e. cash alternatives, stocks, bonds, mutual funds, closed-end funds, etc.

  4. Portfolio Monitoring: Track your investments on an ongoing basis and make changes to your portfolio as necessary. 


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Triangle and One

Triangle and One

The Private Investment Management (PIM) Program offers customized investment portfolios that can include cash alternatives, stocks, bonds, mutual funds, closed-end funds, option strategies, and exchange-traded funds in a single account.

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“You don’t choose your family. They are God’s gift to you, as you are to them.”

— Desmond Tutu

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