Paul Sutherland, CFP®

Hawaii Office
Michigan Office


Paul Sutherland, CFP®

President & CIO

Paul Sutherland has worked in the investment and financial advisory business since 1975. As a senior portfolio manager, he has been managing global total return investment portfolios (under the investing without borders style) for more than 25 years. In 1984, Paul formed the Financial & Investment Management Group, Ltd. (FIM Group) a Traverse City, Michigan-based registered investment adviser that manages investment portfolios on a discretionary basis for individuals, trusts, foundations and retirement plans. He currently serves as the company's president.

Beyond his extensive investment experience, Paul is the author of numerous books on financial planning and money management, including Zenvesting: The Art of Abundance & Managing Money, 12 Steps to a Care-Free Retirement, AMA Physicians' Guide to Financial Planning and A Veterinarian's Guide to Financial Planning. Paul began his writing career in 1979 with an article on international investing that was published by Physician's Management Magazine. Over the past years he has had academic and consumer articles published in magazines, newsletters and other publications on subjects such as benchmarking global portfolios, asset allocation, retirement investing, income investing, forecasting and global investing. His work has been published in Business Ethics, Financial Planner, Dental Management and NAPFA News. He is a regular columnist, and owner, for Spirituality & Health magazine and has been interviewed by Bloomberg News, Barron's, The Wall Street Journal, The Wall Street Transcript, Investors Business Daily (IBD), Investment News, Money Magazine and others. Purchase books by Paul H. Sutherland at

Paul received his M.B.A. from Lake Superior State University. In addition, he is a Certified Financial Planner and has completed the College of Financial Planning's Advanced Studies Course: Investment Strategies and Portfolio Management. Individuals and corporations from across the United States have sought his advice on estate and tax planning, retirement and investment management.

He has spoken to professional groups nationally and internationally — including Singapore, Beijing, Sydney and Toronto — on topics such as international investing, investment economics and portfolio management.

Paul is co-founder of the Children of the World Foundation, past chairman of the Traverse City Rotary Club's World Community Service Committee, past chairman of Safe Passage, and founder and chairman of the board of the Utopia Foundation.