The PIP Difference
A key differentiation of PIP is that it strives to create long-term, value-added relationship with its client-partners. In addition to providing unique investment solutions, PIP adheres to the following business practices:
Our success is measured not only by performance statistics but also through our client's ability to achieve their wealth management goals.
- IC+AP+RM = A Superior Wealth Management Experience;
- Investment Consulting ("IC") - Clients experience PIP's unique investment style that combines both risk and performance enhancement processes;
- Advanced Planning ("AP") - PIP practices holistic planning techniques to deliver the desired wealth management outcomes of their clients;
- Relationship Management ("RM") - PIP's engages with their clients on a systematic basis in order to create an efficient and effective client-manager engagement;
- All of PIP's portfolio managers and support staff took the pledge to abide by the Code of Ethics and Standards of Professional Conduct as set down by the CFA Institute (please below);
- We are Fiduciaries, free from conflict, and our compensation is never determined by how or with whom we invest;
- We report asset balances and investment performance on a consolidated basis across multiple custodians;
- We utilize a unique but simple, transparent pricing model that allows us to focus solely on providing the best advice to our clients;
- We act in an ethical and honest manner;
- We strive to achieve excellence in every facet of our practice
Our success is measured not only by performance statistics but also through our client's ability to achieve their wealth management goals.
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