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Financial & Investment Management Group - 0 Reviews - 444 Hana Hwy Ste D, Kahului, HI - Financial Planning Reviews - Phone (808) 871-1006

Financial & Investment Management Group

id: 29765108
444 Hana Hwy Ste D (at Located in the Heart of Kahului Maui, Corner of Dairy and Hana HwyMichigan Office -111 Cass StreetTraverse City, MI 49684Wisconsin -1837 E. Main StreetOnalaska, WI 54650)
Kahului, HI 96732
(808) 871-1006
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Financial & Investment Management Group - Kahului, HI
Financial & Investment Management Group - Kahului, HI
Financial & Investment Management Group - Kahului, HI
Financial & Investment Management Group - Kahului, HI
Financial & Investment Management Group - Kahului, HI
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Fee-Only Wealth Management

Owner Message

  • 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 client's 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 on-going 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 on-going 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. The reason we do what we do is really quite simple: Your success is our success. At FIM Group we help you create, preserve and perpetuate an environment where life's greatest moments will flourish. We sincerely thank you for your confidence in us and your continued willingness to share good words about FIM Group with friends and family. As active investment managers, we rigorously analyse each of your investments with a process that often includes traveling the globe to meet the management of the companies we're considering investing in and "kicking the tires" first-hand. Our investment management committee meets daily to evaluate investment ideas and make adjustments as needed.

Additional information

  • Hours:

    Mon-Fri 8am-5pm ; Sat Closed ; Sun Closed