A complete list of active advisors currently associated with AIM Advisors
Warmer can help you find a great advisor at AIM Advisors or one who fits your needs even better.
AIM Advisors provides investment advisory and financial planning services to individuals (including high-net-worth clients) as well as pension and profit-sharing plans, charities, and corporations. The firm constructs customized portfolios using individual stocks and bonds, exchange-traded funds and mutual funds, and it also provides retirement rollover advice with a written retirement-advice disclosure for clients. Portfolios are tailored to each client’s objectives and risk tolerance, are reviewed and rebalanced periodically, and may be managed on a discretionary basis with regular client reviews. The adviser combines active and passive investment selections, uses third‑party research and corporate filings for analysis, and affirms ERISA fiduciary duties when advising on retirement accounts and rollovers. Noteworthy features include a relatively small, concentrated client base and assets under management, which the firm says allows for direct coordination with clients’ attorneys and accountants during implementation. The firm does not accept commissions or sponsor wrap-fee programs, and in certain cases it may maintain limited custody or execute third‑party standing letters of authorization, which can affect operational arrangements for clients.
To learn more about the advisors currently working at AIM Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Beaverton, OR
| 16
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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