FIM Group

FIM Group has served clients as a global investment manager and advanced financial planner since 1984. Our mission is to ensure that our clients have the resources they need to support the quality of life they desire. Over the years, we succeed by generating positive, long-term, sustainable performance. We emphasize protecting and sustaining our clients' wealth every bit as much as growing their assets.

Our team of over 30 individuals is dedicated to making the client experience as rewarding and fulfilling as possible. In addition to providing quality investment management, we offer clients financial planning and retirement services.

Client Update

• Paul Sutherland's recent presentation on the markets
• Paul's recent presentation on Sustainable Capitalism
• Kevin Russell, CFP, CPA talks about the American Recovery and Reinvestment Tax Act."
• "The Broken Three Legged Retirement Stool" By Kevin Russell, CPA, CFP
• Geneva based Covalence published in January 2008 their ethical ranking of the best publicly held companies
• Utopia Funds Liquidating
• Paul recommends checking out this clip of Warren Buffet speaking with Charlie Rose (original air date 10/01/08)
• Letter To Our Retired FIM Group Clients
• Letter from Paul Sutherland & The Investment Team
• Schwab Financial Strength
• Letter from Charles Schwab
• Client Memo: Berkshire Hathaway Purchase
• IAC Company Split