A complete list of active advisors currently associated with Precise Investment Management, Inc.
Warmer can help you find a great advisor at Precise Investment Management, Inc. or one who fits your needs even better.
Precise provides discretionary portfolio management to individuals, families and high-net-worth clients, including non-citizens and non-resident aliens, and the brochure states the firm currently has no account minimum requirement. Its advisory services include single managed accounts as well as sponsored wrap programs and two program offerings — the Precise Worldview Structured Program and the Precise Worldview Focus Program. The firm relies on sub-advisory Portfolio Managers to deliver discretionary investment advice, selecting managers through country-specific research and industry recommendations and subjecting them to annual due diligence reviews. Precise does not provide individualized portfolio advice itself in these programs and operates with custodial and clearing relationships that include non‑U.S. custodians and introducing/clearing arrangements with affiliated broker-dealer partners. Several uncommon features appear in the brochure: Precise is wholly owned by Intelligenics, Inc. (which is owned by Banco San Juan Internacional Inc.), is affiliated with InSight Securities (a broker-dealer and registered adviser) and other related entities that receive distribution and clearing-related compensation, and it discloses a disciplinary event involving InSight (a censure and $20,000 civil penalty for Marketing Rule violations). The firm also reports managing approximately $186.3 million for about 40 clients across multiple branch offices, a notable non-U.S. client emphasis through its Worldview Focus program, and participation as a wrap fee program sponsor.
To learn more about the advisors currently working at Precise Investment Management, Inc., 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.
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