Our Story

INDEPENDENCE

Private Investment Management Capital, LLC (P.I.M. Capital) is an independent, employee-owned firm. We have the freedom to choose from a wide range of investment options and the ability to tailor our advice based on what’s best suited for our clients. We are a firm with no proprietary products or programs, and no pressure to sell certain investments or particular strategies. 

Asset Safety: We do not take custody of client assets which are held by Pershing, LLC. a subsidiary of The Bank of New York Mellon Corporation. Pershing is a leading provider of global financial services to institutions, corporations, and high-net-worth individuals, and has custodianship over $1.7 trillion in global client assets.

Experienced Advisors: We have over 48 years of combined experience. We have a demonstrated track record of success and show our commitment to building a client-centric wealth advisory business.

Wealth Advisory: Advice is one of the main focuses of our business. We are not owned by an investment or a commercial bank and do not sell proprietary products. We are free to search the investment world for the right strategies that meet each client’s unique situation. Our independence enables us to concentrate exclusively on understanding and meeting our clients’ needs.

Established Broker Dealer: Woodbury Financial Services is an independent wealth management firm with over 1,200 financial advisors with offices across the United States. Founded 45 years ago, Woodbury Financial is driven by a strong philosophy that independence is key to fulfilling sound investment decisions. Woodbury Financial is not in the business of creating and marketing its own investment products — its only “products” are service and support. Therefore, Woodbury Financial advisors can offer objective, independent investment advice, with no obligation to promote any particular investment.

Woodbury Financial Services is part of Advisor Group Inc., one of the largest networks of independent broker-dealers in the country serving over 5,000 advisors and overseeing approximately $190 billion in client assets. This collective strength is focused on helping clients define their needs, attain their objectives and adjust to life changes and market conditions.