FIM Group has served clients as a global investment manager and financial planner since 1984. Our mission is to ensure that our clients have the resources they need to support the quality of life they desire. We believe in long-term investing that adopts a disciplined investment process. We emphasize protecting and sustaining our clients' wealth every bit as much as growing their assets.
Our team of over 25 individuals is dedicated to making the client experience as rewarding and fulfilling as possible. In addition to providing quality investment management, we offer clients financial planning and retirement services.
September 3, 2010 Barry Hymans article in the Pacific Business News
July 29, 2010 Take our FIM Group Survey!
July 20, 2010 FIM Group Market Review: What Do I Own In My Portfolio and Why? [PDF] [Audio]
FIM News articles are presented under a disclaimer, viewable here.
Creative Strategies to Help Maximize Your Social Security Benefits
TED: Ideas Worth Spreading
The Caux Round Table
Paul Sutherland's recent presentation on the markets
Paul's recent presentation on Sustainable Capitalism
Kevin Russell, CPA, CFP talks about the American Recovery and Reinvestment Tax Act