Paul Sutherland (AAMS, CFP®, CRPC®, MBA)

Paul Sutherland focuses in the
following client markets or areas of practice:

  • Business Owners
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

I have worked in the investment and financial advisory business since 1975. As a senior portfolio manager, I have been managing global total return investment portfolios (under the "investing without borders" style) for more than 23 years. In 1984, I formed Financial & Investment Management Group, Ltd. (FIM Group) - a Traverse City, Michigan-based registered investment adviser that manages investment portfolios on a discretionary basis for individuals, trusts, foundations and retirement plans. I currently serve as the company's president.

Additional Information

I am the author of numerous books on financial planning and money management, including Zenvesting: The Art of Abundance & Managing Money, 12 Steps to a Care-Free Retirement and the AMA Guide to Financial Planning. I began writing in 1979 with an article on international investing that was published by Physician's Management Magazine. Over the past 27 years I have had academic and consumer articles published in magazines, newsletters and other publications on subjects such as benchmarking global investing. I have been published in Business Ethics, Financial Planner, Dental Management and NAPFA News. I am a regular columnist for Spirituality & Health magazine and have been interviewed by Bloomberg News, Barrons, The Wall Street Transcript, Investors Business Daily (IBD), Investment News, Money Magazine and others.

I received my M.B.A from Lake Superior State University. I am a certified financial planner and have completed the College of Financial Planning's Advanced Studies Course: Investment Strategies and Portfolio Management.

Individuals and corporations from across the United States have sought my advice on estate and tax planning, retirement and investment management. I have spoken to professional groups nationally and internationally - including Singapore, Beijing, Sydney and Toronto - on topics such as international investing, investment economics and portfolio management.

I am co-founder of the Children of the World Foundation, past chairman of the Traverse City Rotary Club's World Community Service Committee, past chairman of Safe Passage, and founder and chairman of the board of the Utopia Foundation.

NAPFA Start Date

June 15, 1992

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This Office

111 Cass St Traverse City, MI 49684-2601 Phone: (231) 929-4500