What are the benefits of transferring funds from PRO to AIM?

No more having to check emails or texts for timely fund management decisions–we handle it for you, saving you time!

No more having to access our website for the CSV files to make changes in your portfolio–we do it for you, improving your entry/exit timing and efficiency of your positions in the dynamic market!

No more having to wrangle Interactive Broker into submission to get into or out of investments–we do it for you, saving you frustration in order entry and confirmation!

No more having to pay higher fees for these amazing “white glove” services provided in AIM–all the benefits AND lower fees for your loyalty when you transfer your funds to AIM!



What can you expect with AIM?

Our team of Investment Advisors and analysts (under Executive Director, Geoffrey Nance’s guidance and watchful eye) will stay on top of the market FOR YOU, watch for the market cycle changes FOR YOU, get in and out of investments FOR YOU, and send you monthly updates sharing our thoughts on investment decisions and future moves so that you are “in the know.”
Lock in the same low fees you are already used to paying–we will not increase your fees!

Your Investment Advisor will work with you to refine your investment goals, help you select the most appropriate portfolio within AIM (conservative, balanced, growth, aggressive growth) based on your situation and risk tolerance, and keep you informed along the way.

You can count on our team to do everything in our power to reach monthly, quarterly, and yearly investment goals on your behalf and for your family’s future. We will be in the trenches so you do not have to be. We will pray for you, fight for you, and be in partnership with you every step of the way.

To move forward with transferring funds from PRO to AIM before the end of 2024, please click the button below and fill out the form.

If you’d prefer, you may schedule an appointment and we will assist.