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Financial & Investment Management Group, Ltd.
111 Cass Street
Traverse City, MI 49684
www.fimg.net
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Financial & Investment Management Group, Ltd. (FIM Group) is the investment adviser to each of the Utopia Funds. Founded in 1984 by Paul H. Sutherland, FIM Group has been managing global total return portfolios for over 21 years and has offices in Michigan, Hawaii, and Wisconsin. FIM Group is responsible for the day-to-day management of the Funds’ investment portfolios; including directing the purchase and sale of the Funds’ securities, and arranging all other services necessary for the Funds to operate. FIM Group also offers investment advice to institutions and individual investors.
FIM Group’s founder and Chief Investment Officer, Paul Sutherland, has been interviewed by the likes of Barron’s, The Wall Street Journal, Wall Street Transcript, Money Magazine, Financial Planning Magazine, and Business Ethics Magazine.
See Fund Managers > and the Prospectus - PDF > for additional information.
