Fim Group

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Description

  • For over 30 years FIM Group has provided complete risk-managed investment solutions with integrity and distinction. 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 clients 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.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.
  • location

    Headquarters:111 Cass Street , Traverse City, Michigan, United States

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  • Fim Group phone

    Phone Number: +1 231-929-4500

  • Fim Group website

    Website: https://www.fimg.net

  • Fim Group employees

    Employees:7

  • Fim Group revenue

    Revenue:$1 - 10M

  • Fim Group legal name

    Legal Name:Fim Group

  • Fim Group's Social Media

    Fim Group linkedin
  • done Is this data correct?
  • |  NAICS Code: 523930  |

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Person level website identification

Global Portfolio Manager for Fim Group

Suzanne Stepan

Global Portfolio Manager

Person level website visitor identification

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View Employees

Suzanne Stepan

Global Portfolio Manager

Zachary Liggett

Portfolio Manager

Frequently Asked Questions regarding Fim Group

  • Where are Fim Group's Headquarters?

    Fim Group's Headquarters are in 111 Cass Street ,Traverse City,Michigan,United States

  • What is Fim Group's phone number?

    Fim Group's phone number is +1 231-929-4500

  • What is Fim Group's official website?

    Fim Group's official website is https://www.fimg.net

  • What is Fim Group's Revenue?

    Fim Group's revenue is $1 - 10M

  • What is Fim Group's NAICS code?

    Fim Group's NAICS code is 523930

  • How many employees are working in Fim Group

    Fim Group has 7 employees

  • What is Fim Group's Industry?

    Fim Group is in the industry of Financial Services

  • Who is Fim Group's Global Portfolio Manager?

    Fim Group's Global Portfolio Manager is Suzanne Stepan

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