The PIMS Difference

What differentiates PIMS from your typical investment firm? We add genuine value through our client-focused approach and our access to leading investment strategies from world-class institutions. PIMS provides a level of personalized service and objectivity not found in large brokerage houses, while also leveraging key relationships with industry leaders like Charles Schwab and Morningstar to deliver a comprehensive selection of resources.

  • We are an independent, fee-based advisory firm that offers comprehensive solutions tailored to your specific goals and situation.
  • We value long-term relationships with a select group of clients, and we base these relationships on trust, transparency and confidentiality.
  • Because of our low client-to-advisor ratio, we are both responsive and proactive in addressing the needs of our clients.
  • We selected Charles Schwab & Co. Inc. as a key custodial partner for our clients. Schwab is the leading custodian in the investment advisory marketplace with more than $1.6 trillion in total assets and almost $700 billion in independent advisor assets.
  • Schwab’s mutual fund platform is considered a paragon of the industry, offering access to an open architecture of over 17,000 mutual funds. Clients of Schwab Institutional have access to world-class institutional fund managers at discounted expense ratios and reduced investment minimums.
  • We utilize Morningstar software for mutual fund research and screening, covering almost the entire universe of mutual funds and delivering access to a wide range of key data, manager research, and commentary.