Uniquely CIM

Independent

CIM is uniquely positioned to serve you better. By being an independent, locally owned, investment firm you can be assured that our interest is in your financial independence alone. We are not part of a large, national or international financial organization with it's own agenda, yet we retain strong relationships with leading independent legal, tax, and insurance professionals. Our values and focus are firmly grounded in an unwavering commitment to families and our local community.

Consultative and Collaborative

At CIM we take a consultative approach to giving advice and solving your financial challenges rather than placing the emphasis on a transaction or sale. Being a fee-only Registered Investment Advisor we are true fiduciaries of your assets unlike stockbrokers who are paid a commission to sell securities. We are compensated by a management fee to provide continuous investment advice so our clients avoid front-end sales charges, back-end sales loads and surrender charges. By collaborating with you and other professionals such as your attorney and CPA, we believe that the perfect solution for you will become evident in each situation.

Accountable

While being independent is vital to avoiding conflicts of interest we also believe in accountability. CIM does not take custody of client assets but rather will recommend a major national custodian for the safekeeping of your assets. We currently work primarily with Charles Schwab Institutional and TD Ameritrade for custodial services. In addition, CIM Financial Group provides quarterly performance reporting specific to every client so you can see how each of your accounts are doing throughout the year.