In addition to In-House asset management, PIM also provides access to asset managers with differing investment disciplines from actively managed to buy & hold.

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Actively managed investment strategies are designed to proactively allocate client assets to money market when extreme volatility is expected.  Buy & Hold investment strategies are designed to be invested regardless of market volatility and are rebalanced to their original allocation annually.

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Our Fiduciary Advisors take a systematic approach to determine which strategy is in your best interest & we won’t forget to track your progress annually.