As a senior portfolio manager for PVG Asset Management, Tim oversees the relationships of major client accounts and also serves as the lead portfolio manager for the firm’s U.S. Large Cap Value portfolio. Tim also manages asset allocation personal and institutional accounts and is a Certified Financial Planner.
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 for over a decade. His loss averse investment and high income 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. He serves clients primarily in Florida and Texas but has national clients as well.
EMAIL: firstname.lastname@example.org or CALL: Tampa Office: 813-973-1100 or Clearwater Office: 727-898-7700
As a Fiduciary, Our Clients are The Top Priority
Many people believe that all advisors are legally required to act in the client’s best interest. This is not true. Only Financial Advisors who are fiduciaries must put clients first.
The Securities and Exchange Commission (SEC) regulates all registered investment advisors as fiduciaries. The fiduciary standard requires advisors to uphold an ethical relationship of trust and act with the highest standard of care. Financial professionals who are not fiduciaries comply with the suitability standard, which is quite different. Suitability only requires an adequate reason to believe the recommendation fits the client’s financial situation.
As fiduciaries, PVG Asset Management provides the highest standard of care to clients, which means you can expect:
- Undivided loyalty and utmost good faith
- No commissions, product sales, frequent account trading or financial incentives
- Independent and objective analysis and recommendations
- Comprehensive, transparent, timely and full-disclosure reporting
- No conflicts of interest