GIM is a fee based money manager. Working in concert with your independent advisor, we manage every part of the investment process for you, including account setup, transfers from existing accounts and asset allocation. Our investment approach focuses on risk management and is designed for investors who place greater emphasis on principal preservation but still want opportunities for growth.
Our goal is to offer unmatched service. As a client, you’ll work with your independent advisor who together with GIM will provide you with personalized attention tailored to your specific investing needs. If you do not currently work with an advisor, please let us know and we will put you in contact with a highly qualified person.