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Financial & Investment Management Group

Kahului, Hawaii, United States

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General Info:

For over 30 years FIM Group has provided complete risk-managed investment solutions with integrity and distinction. Our existence depends solely on providing consistent, proactive, high-quality service. We strive to maintain long-term relationships by demonstrating our commitment to serving each client's individual needs. As money managers with a long-term perspective, we emphasize an active, "price matters" holistic approach to portfolio management. It is the combination of skill, ethical and professional staff, economically responsible philosophy, dedicated management and our dynamic thinking that truly makes us unique. Taking care of clients is our central mission. We leverage our core strengths of active investment management and on-going financial planning to serve your investment and financial needs. We help you prepare for and navigate through today's rapidly changing world. We work with you to assess your financial situation, goals and dreams. As your needs evolve, we provide on-going financial assistance that could range from retirement plan design to advanced estate planning. Our experienced portfolio management team utilizes an active investment philosophy to create and manage an individualized, tax-efficient portfolio for each client. The reason we do what we do is really quite simple: Your success is our success. At FIM Group we help you create, preserve and perpetuate an environment where life's greatest moments will flourish. We sincerely thank you for your confidence in us and your continued willingness to share good words about FIM Group with friends and family. As active investment managers, we rigorously analyse each of your investments with a process that often includes traveling the globe to meet the management of the companies we're considering investing in and "kicking the tires" first-hand. Our investment management committee meets daily to evaluate investment ideas and make adjustments as needed.

Other Information:

Certifications: Certified Financial Planner

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