PICI believes that in most every real investment portfolio there
is a situation (or a portion of that portfolio) which is most appropriately
addressed with the introduction of one or more professional money managers.
As each of us reviews the individual securities portfolios of
our clientele in terms of diversity, performance and workload, it usually becomes
apparent that diversity and performance would most probably have been improved
with the introduction of one or more professional management firms, and that
workload per client would definitely have been reduced. PICI is an
independent firm, offering its' brokers more freedom than may be the case with
other firms. Well, it is undisputed in this industry that brokers whose
clientele consists mostly of managed money relationships have substantially more
time to develop additional relationships, or perhaps more free time.
The firms has several brokers whose business is comprised of
nearly 100% managed money and managed product relationships. These brokers
are usually among our most successful brokers, and they are usually also the most
difficult to find. The nature of their business does not demand their
presence in their offices at all times.
Below are links to the sites of professional
management firms. Please take an hour or so to review these
sites. We do not believe that there is a single broker in the firm whom
would not benefit by a relationship with one or more of these firms. The firm
has selling arrangements with a number of outside management firms which we
believe further enhances our brokers ability to offer new and innovative product
to their clientele.
