Client Profile
Additional Resources
Who We Work With
Our clients include executives, retirees, business owners, professionals, foundations, surviving spouses, and other individuals whose financial circumstances and investment portfolios would benefit from CIM Financial Group’s professional services.
We provide investment management services to portfolios that range from $50,000 to over $3,000,000. Generally, we target portfolios of $250,000 or greater for our investment strategies.
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