Personal Investment Management, Inc.

Personal Investment Management was founded in 1984. For 35 years, PIM has provided asset management and professional financial counsel to individuals, families and their related entities. Our business is providing the freedom, peace of mind and security that comes from knowing that your hard-earned assets are being well cared for and that you are on the right track toward achieving your financial goals and realizing your life dreams.

PIM’s Core Values are apparent in every action carried out individually and collectively within our firm. They are a reflection of our culture and our fiduciary duty to place our clients’ interests ahead of our own. These values are the foundation for our conduct with our clients, partners and with one another.

Confidentiality: PIM will never disclose non-public confidential information about any client to anyone unless legally required to do so. Transparency: PIM makes full, fair, and proactive disclosure of all actual or potential conflicts of interest, applicable fees, and other material information. Integrity: We insist on unquestionable integrity in our interactions with our clients, with our partners and with one another. Objectivity: 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. Experience: In an ever-changing economic and geo-political environment, we must maintain current subject matter expertise in order to serve our clients.