Our Partners

Providing you with a superior wealth management solution requires a solid team. At Professional Investment Management Services (PIMS), we believe in focusing on our core strengths: financial planning, portfolio management and servicing the unique needs of our clients. To complement what we do, PIMS carefully selects partners who are experts in their respective fields. This enables us to provide a wider range of services to our clients and devote our full attention where it belongs: on you.

Charles Schwab Institutional, a division of Charles Schwab & Co., Inc., is the leading provider of custodial, operational and trading support to independent financial advisory firms. Schwab Institutional provides independent advisors with the platform, products, programs and resources they need to serve their clients and evolve their practices into sophisticated, successful businesses.

Charles Schwab Institutional provides cost-effective access to wealth management and investment solutions with the financial safety and security that is essential in today’s economic environment. In addition, Schwab is a leader in technological innovation, enabling PIMS to manage portfolios with precision and efficiency.

Morningstar Investment Services, Inc. (MIS) is a registered investment advisor and a wholly-owned subsidiary of Morningstar, Inc., one of the industry’s largest mutual fund research firms. Morningstar is known worldwide for its five star mutual fund rating system.

MIS offers Morningstar Managed Portfolios, a turnkey, fee-based discretionary investment management program developed for financial advisors and their clients. MIS provides independent investment management and consulting services to institutions and advisors and has approximately $180 billion in assets under advisement and management as of June 30, 2011.

Bellatore Financial, Inc. provides investment services and back-office support to successful independent financial advisors and their clients. These services include client reporting, portfolio management, operational support, trading, and educational resources. Bellatore’s support services allow PIMS to spend more time working with clients and less time dealing with the day-to-day management of operational details.

Bellatore is led by a team of experienced, dedicated professionals that include Chief Investment Officer Jonathan Scheid, CFA, ®. Bellatore is also guided by an Investment Committee that includes four widely-recognized experts: Harry M. Markowitz, the Nobel Prize-winning founder of Modern Portfolio Theory; behavioral finance expert Meir Statman; and risk management expert Sanjiv Das.