WELCOME to PIMS, Inc. PORTFOLIO SERVICE

To receive portfolio recommendations from us, either a new portfolio or  recommended changes to an existing portfolio, you may contact us prior to filling out and submitting this request form or we will contact you after we receive the information from you .

PORTFOLIO SERVICE REQUEST FORM

*required information  

TYPE SERVICE REQUESTED: *
Create Portfolio:
Review Existing Portfolio:
To review an existing portfolio you must fax or e-mail it to us (Acrobat or MS Word format) and enter all the required information.
Fax no. = 434-385-0210
Portfolio Maintenance:
Assuming we have created a portfolio for you, filling out this form is only required if your information has changed such as your name, address, e-mail address, portfolio objective, risk tolerance, etc.
23 Standard Portfolios: Number Portfolio is Chosen
List of 23 Standard Portfolios & Backtesting Results

 
TWO IMPORTANT CONSIDERATIONS:
1. Each Portfolio Request must indicate the correct capital to be invested. Why?
Answer: The number of securities selected for each type of security is dependent upon the amount of allocated capital.

2. Verify with your client (which may be yourself) that the objective and risk tolerance is appropriate considering age and other factors (prudent man rule). 


Investment Firm or Individual Investor Information:
*Name:
  Firm Name:
*Address:
*City/State/Zip Code
*Telephone &
*Fax No.
*Email:

CLIENT DATA (if applicable):
Portfolio Account Name(s):
Client Age:
The name of the person who referred you to our website:

CAPITAL DISTRIBUTION:
Short Term: Less than two (2) years $
Long Term: More than two (2) years $
*Total Capital to be Invested $

INVESTMENT OBJECTIVE: *
 Growth 
Growth & Income 
Income 

RISK PREFERENCE: * Conservative
Moderate
Aggressive

INCOME NEEDS:

Per


"SOCIALLY RESPONSIVE" REQUEST: *

Use Entire (~3000) Security Universe
Use Domini "Green" Universe of 400 Companies 

 
REQUESTED ALLOCATION OF CAPITAL: (optional)
(fill in the percentage distribution within the following 12 investment instruments; total percentage must equal 100%)
Common Stocks %
Preferred/convertible Stock %
Mutual Funds - open end %
Mutual Funds, ETFs & closed end %
U.S. Gov't T-Bills %
Intermediate Bonds (Gov't & corporate) %
Long Bonds (Gov't & corporate) %
Municipal Bonds %
Options:
Market Index Options %
Common Stock Options %
Precious Resource Options %
Money Market (cash) %


Comments/Additional Information: (please do not use "Enter Key")


All information entered is treated as confidential by PIMS, Inc.

disclaimer notice: past results may not be indicative of future results