Private Investment Management (PIM) with Chrenek Dion & Associates is a discretionary service that allows accredited Portfolio Managers to create, implement, and manage an investment portfolio for you. By delegating all your day-to-day investment decisions to licensed experts, you are able to free yourself from the time-consuming act of market monitoring and are able to spend that time doing things you enjoy with the people you love most.

 
Portfolio Managers are seasoned wealth professionals who have met the strict industry-wide qualifications for education, investment experience, and assets under management. Guided by a clear code of ethics and your Investment Policy Statement (IPS), Portfolio Managers curate your portfolio according to your specific needs, time horizon, and risk tolerance. Having the authority to make investment decisions on your behalf allows them to act on opportunities and make time-sensitive decisions.

PIM with Chrenek Dion & Associates places you in front of your Portfolio Managers where you can discuss your unique needs. This direct connection fosters a deeper understanding of your individual goals and objectives, which can then be more accurately reflected in your portfolio.