As Portfolio Manager for PVG Asset Management, TIm oversees aspects of major client accounts and serves as the lead portfolio manager for the firm’s U.S. Corporate Flexible Bond portfolio. Tim also manages PVG’s Large Cap Value and Value Long/Short portfolios. Prior to PVG, Tim was the Chief Investment Officer for boutique management firm: Strategic Investment Partners (SIPCO).
Helping Medical Professionals and Business Owners with Their Planning and Investment Needs as a CERTIFIED FINANCIAL PLANNER™
Tim McIntosh has been recognized by Medical Economics Magazine as a Top Financial Advisor for Physicians. His loss averse investment philosophy is well-suited for investors seeking preservation of principal and low expenses.
Tim has a Bachelor of Science Degree in Economics from Florida State University and Masters of Business Administration (M.B.A) degree from the University of Sarasota-Argosy. He also holds a Master of Public Health Degree (M.P.H) from the University of South Florida. In the Army, Tim served active duty in the U.S. Army Military Intelligence Unit.
Follow Tim on Twitter: @DividendsMGR for insightful market news, ex-dividend updates and more.
EMAIL: firstname.lastname@example.org or CALL: Tampa Office: 813-973-1100 or Clearwater Office: 727-898-7700