Financial & Investment Management Group

Financial & Investment Management Group

  • 111 Cass Street
  • Traverse City, Michigan
  • 49684
  • Phone: (231) 929-4500
  • Fax: (231) 995-7999
  • Website

Website Links

Description

For over 25 years, FIM Group has provided risk-managed investment solutions. We understand you have many options in choosing your wealth management adviser. We earn the opportunity to work with you by our proactive investment management, unbiased financial planning and unwavering focus on serving our customoers. 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.

FIM Group offers a broad range of client centered financial planning capabilities that complement our core investment management services. As a fee-only adviser, our approach to financial planning is to provide client-centered advice and counsel. We actively listen to your needs, goals, fears, expectations and past experience to provide guidance specific to your situation to help you chart a path for your financial future.

For over 25 years, we have remained consistent and true to our investment philosophy, which you may view by clicking here .

Craig has worked with executives, managers, and teams from such diverse organizations as Boeing, Pfizer, The Royal Bank of Canada, NASA, Novo Nordisk, Vistage, TEC Canada, SAIC (Science Applications International Corporation), Suncorp Insurance & Finance (Australia), Clif Bar, The CDC (The Centers for Disease Control & Prevention), The Georgia Health Policy Center at Georgia State University, The Colorado Health Institute, The South Carolina Institute of Medicine and Public Health, and Los Alamos National Laboratories.

FIM Group is an independently owned investment management firm. We serve our clients, stakeholders, employee shareholders, society and the community. FIM Group’s team is dedicated to managing investments in the best interests of our clients.

Fact sheet

Number of employees
15-29

Company contacts

  • Paul Sutherland
  • Owner

Products & services

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