Broker Check

Company

The American Institute for Advanced Investment Management, LLP, AIM Capital, is a privately owned, independent wealth management firm, specializing in asset protection strategies. The roots of AIM Capital started over a decade ago when the two founding partners worked in and studied the financial services industry. From their experience, they came to the same conclusion. In order for individuals and families to be successful in working toward their financial goals, investors needed highly trained, independent financial advice, loyal to them, and only compensated by them. AIM Capital is built upon these core principles and is dedicated to deliver outstanding results and exceptional service.


Our Primary Purpose

AIM Capital’s core asset protection philosophy is based on a combination of investments that seek to preserve your wealth against inflation, deflation, recession, and also participate in economic prosperity. In these uncertain times, it is essential to be prepared for the unexpected. In the last decade, we have seen wealth destroyed by events that only happen once in a lifetime. AIM Capital believes in being prepared for the next “once in a lifetime” event. We believe in making these situations opportunities for our clients.

AIM Capital believes, and lives by the principle that the each client is unique, important, and deserves an honest, trustworthy investment management firm.

What makes us different

Commitment to our Clients:

Relationship built on Trust.
You have the right to work with a firm and advisor you can trust. Your advisor will develop a personal relationship with you based on LISTENING first. Your advisor will present portfolio reviews at least annually, or as often as necessary, and will be available to help you with any financial questions.

Honesty
You have the right to an honest dialogue, and to receive honest answers.

Integrity
You have the right to work with a firm that insists on the highest level of integrity, and that is built on sound moral and ethical principles.

Respect
You have the right to be treated with respect.

Confidentiality
You have the right to strict levels of confidentiality with the information provided to AIM Capital. AIM Capital will keep all account information confidential.

Education
You have the right to understand the process, and to continue to learn through your journey of true wealth management. AIM Capital believes that the more our clients understand the process, the higher the probability they will be successful.

Client Centered


Timely Response
You have the right to timely response to any questions, and are entitled to the highest level of service from all employees of AIM Capital.

Recommendations based on needs
You have the right to an investment advisor that is independent from the big Wall Street firms, and that is committed to providing advice based on your risk tolerance, goals, and objectives.

Execution
You have the right to the best execution in everything we do.

Accuracy and Transparency
You have the right to a transparent relationship and to clearly know the costs for portfolio management, transactions, and advisory services. AIM Capital strives to provide clear and concise communication in all we do.

Aim Capital’s 10 simple rules for Financial Confidence

  1. Don’t Assume you can replace your wealth.
  2. Whenever you’re in doubt, error on the side of safety.
  3. Recognize the difference between investing and speculating.
  4. Don’t expect a trading system to make you rich.
  5. Spread the risk.
  6. Build a bulletproof portfolio for protection.
  7. Beware of fortune-tellers.
  8. Invest only on a cash basis.
  9. Do only what you understand.
  10. Life is short. Enjoy it!

All Investing involves risk including loss of principal. No strategy assures success or protects against loss

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