About Us
The Private Investment Group, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide the most personal experience available and help create financial stability and security.
Our Mission
Our mission is to use our Investment Management and Financial Planning experience to create beneficial long-term relationships with our clients. We do this by striving for superior performance that is below market risk in attaining our clients’ goals and objectives.
Our Principle
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully making prudent decisions concerning your future financial condition.
Our Commitment
Our staff consists of investment professionals with over 80 years of combined experience in portfolio management and financial planning. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Trust & Professionalism
The Private Investment Group, Inc. believes in adhering to the highest standards of professional and ethical conduct in the advice we provide our clients. It is our practice to place the client’s interest at the forefront of every recommendation made, transaction initiated, and outcome delivered. In our experience, many firms in our industry have failed to consistently apply this most basic principle. We understand that if we focus on the clients’ needs, our company's success will naturally follow. Our fees are based on a percentage of managed assets rather than a commission on products sold to clients.
The Benefits of Independent Investment Advice
As registered investment advisors, we have a vested interest and a fiduciary responsibility to protect our clients. This includes properly diversifying their portfolios with a level of risk that is appropriate for their individual circumstances. We have broad access to the financial markets and are able to search this universe of financial products and services in our effort to deliver an optimal investment mix. We represent you, the client, not the institutions with which we may select to do business.
Outstanding Service and Communication
Our client service commitment and philosophy serve as the foundation for all that we do.
We review portfolios with our clients on a routine basis. This is accomplished, with either face-to-face meetings or conference calls. During these meetings, we provide our clients with customized reports that accurately and efficiently review their portfolios.
It is critical that our clients review their asset allocation, risk tolerance, and investment markets on a consistent basis. Each client's investment performance is measured against appropriate market indices and customized client investment models. The indices we are currently benchmarked against include the S&P 500 Composite, MSCI All Country World Index, ICE BofA 0-3 Month US Treasury Bill, ICE BofA 0-3 Year US Treasury, and Dow Jones US Select REIT.
Our communication system permits us to communicate with our clients via phone, email, virtual, and face-to-face meetings. Our client's assets are typically domiciled with Schwab Institutional Services. The assets are protected by Securities Investor Protection Corporation (SIPC).
Our clients receive monthly statements and all trade confirmations directly from Schwab Institutional Services. Our clients have 24-hour, 7-days a-week access to their account information through our client portal.