Who We Are
For over 35 years, FIM Group has provided risk-managed investment solutions. We understand you have many options in choosing your wealth management adviser. We earn the opportunity to work with you by our proactive investment management, unbiased financial planning and unwavering focus on serving our customers. 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. Why FIM Group >>
Taking care of clients is our central mission. We leverage our core strengths of active investment management and ongoing 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 ongoing 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 analyze 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" firsthand. Our investment management committee meets daily to evaluate investment ideas and make adjustments as needed. The culmination of our research and execution is your individualized portfolio. This "living" portfolio is monitored daily and adjusted as needed.
444 Hana Hwy,
Kahului, HI 96732
111 Cass Street
Traverse City, MI 49684
1837 E. Main Street
Onalaska, WI 54650
Please include a message and we will get back to you as soon as possible.