Beyond Consulting & Fully Accountable

The Perrini Cain Wealth Management Group goes beyond the typical investment consulting approach of simply using third party managers which often results in an additional layer of fees and low accountability. Our credentials, experience and wisdom provides the client significant depth in their investment management and holds us to the front line of accountability.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

PIM is a fully discretionary portfolio platform managed by the Perrini Cain Group. PIM portfolios are constructed of investments (primarily individual stocks and bonds) designed to manage risk and achieve the specific objectives according to a formal investment policy statement. PIM Managers are highly credentialed undergoing rigorous scrutiny and due diligence to ensure they employ best practices and comply with stringent industry regulations. PIM Managers have access to Baird's own industry-leading equity and fixed income research analysts, plus outside research from many leading providers and can coordinate account management with you other professional advisors to facilitate more integrated tax, financial and estate planning strategies.