PRECISE INVESTMENT MANAGEMENT, INC.

Overview

Precise Investment Management, Inc. is a small, fee-based advisory firm focused on managing portfolios for individuals and small businesses. The firm operates as a corporation and registered with the SEC in 2022. Its client base is concentrated on individual and family investors and the firm charges a percentage-of-AUM advisory fee. Advisory activity centers on discretionary portfolio management, and the firm is affiliated with broker-dealer activity and other investment adviser relationships. Investment activity shows a willingness to blend traditional public market exposures with a range of third-party alternative strategies and private offerings. The firm is not positioned as an ESG-focused manager and it does not present itself as a pension consultant or related adviser. Given the mix of custodians and the presence of material assets labeled as “Other,” the manager appears to employ bespoke or less liquid allocations alongside standard mutual fund and corporate debt holdings.

Assets & Accounts

Investments & Alternatives

Location & Offices