Providing conservative investment guidance to individuals, pension and profit-sharing plans,
IRA rollovers, corporations and charities since 1988.
|"...my job is to increase wealth. My
parameters are: first, protection of principal from loss and from inflation
and second, the design and implementation of strategies
to achieve these results."
I suggest that before you engage any financial professional you look them up on FINRA's BrokerCheck site:
CLICK HERE to be redirected.
Or to go directly to my FINRA records
If you prefer, you can call FINRA at 1-800-289-9999.
We structure and actively manage investment portfolios to meet your particular needs, investing in stocks,
convertible securities and bonds as appropriate.
pension and profit-sharing plans, and charitable organizations.
We offer professional, conservative, and prudent asset management, bringing over 42 years of experience
to your service.
We are fee-based only; we do not sell any product or derive income from any source other than the fees we
charge for our investment management services.
We take great pride in offering the highest level of personal commitment and involvement to each client,
regardless of size.
This site is intended to serve as an introduction. Within these pages you will find broad and general
information on our firm and the services that we offer.
For more specific information we invite your direct inquiry at the addresses below.
You can reach us:
Via telephone at 1-800- JIM PAPPAS (1-800-546-7277)
Search the web by selecting "WWW" or search our site by selecting "www.jpic.net".
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