Profit Investment Management provides portfolio management services to institutional clients, including state and municipal governments, banks, trusts, investment companies, estates, corporations, pensions, charitable organizations, and profit-sharing plans. Profit Investments may use standardized composite portfolios and/or create customized recommendations to address a client’s needs.
Assets Under Management$130M
Clients12
AdvisorsN/A
Avg. per Client$11M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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