The PIM program is designed for investors who:
- Want a customized investment program based on an active approach to asset allocation
- Prefer a portfolio manager who can make investment decisions on thier behalf
- Are seeking long-term portfolio management through diversification while keeping underlying investment costs to a minimum
- Seek the flexibility in building and maintaining a portfolio using a diverse selection of investments
- Value a high level of professional services and personal attention once available only to high-net-worth-clients