We focus on the long term, so that you can focus on today.
Services
Pullen Investment Management (PIM) uniquely focuses on providing portfolio management services to our clients. Our disciplined process and value-oriented approach to money management have served our clients well for years.
Our Values
Direct Communication
You will work directly with the manager of your money. If you have questions, we have the answer because we select each investment in your portfolio.
Independence
We only work for our clients. This independence sharpens our focus and ability to serve you.
Experience
Our approach to portfolio management is time-tested, logical and transparent. We have managed our strategies for years, and have the track record to prove it.
Our Commitment
Our independence allows us to put our clients first.
Investing does not need to be complicated. We manage portfolios that are transparent and we take the time to help our clients understand the markets and their holdings.
We begin every client relationship with an in-depth assessment to understand your investment objectives and risk tolerance. We then tailor our strategies to your needs and preferences. Each client has their own separately managed account, which allows for tax-loss harvesting and customization.
We pride ourselves on always being available for our clients for both phone and face-to-face meetings. Additionally, you will receive periodic statements and updates on the market and your specific investments written by your portfolio manager.