Chief Investment Officer, Portfolio Manager
Put Phimmasone is the co-founder of Private Investment Management Capital (P.I.M. Capital), LLC.
With over 30 years’ experience developing investment strategies and designing individualized portfolios, Put’s vision for starting the firm was simple. Put wanted to create an independent financial services firm that is free to act in the best interests of its clients. Before starting P.I.M Capital, LLC, Put was a Senior Vice President with Merrill Lynch, Wells Fargo Advisors, RBC Wealth Management and a Vice President at Capital One Investing. Put specializes in asset management for high net worth individuals and non-profit organizations, Put is responsible for managing over $150 million in client assets.
Put holds a number of registrations in the securities industry, including Series 7, 63, 65, 24 (General Securities Principal), as well as Life and Health licenses. Put was named as one of the top wealth advisors from Washingtonian Magazine for three consecutive years: 2016, 2017, and 2018. Put enjoys golfing, traveling, and analyzing the stock market pattern in his spare time.
*Washingtonian – DC’s Best Financial Advisers is awarded to individuals who are nominated and surveyed by their industry peers as being the best in their field. The advisors selected are those who received the most recommendations from their peers. Portfolio performance is not a factor. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.