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Paul H. Sutherland, CFP®
Portfolio Manager –
Utopia Funds
President & Chief Investment Officer / Certified Financial Planner TM – FIM Group
Registered Representative of ALPS Distributor, Inc.
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Utopia Funds Portfolio Manager since each Fund’s inception and President / Chief Investment Officer of FIM Group.
Paul H. Sutherland has worked in the investment and financial advisory business since 1975. In 1984, he formed Financial & Investment Management Group Ltd. (FIM Group) which he converted to a fee-only financial planning and wealth management investment firm in 1991. FIM Group currently has offices in Traverse City, Michigan; Onalaska, Wisconsin; and on the island of Maui in Hawaii. In 2004, with over 30 years experience in the investment management business, Paul began laying the foundation for the Utopia Funds, responding to what he saw as a tremendous industry opportunity to really meet advisors and investors needs and the Utopia Mutual Funds were launched in December of 2005.
Paul is the author of several books including: Financial Strategies For Physicians (published by W.B. Saunders of Harcourt Brace Jovanovich in 1988), Physician's Financial Sourcebook (Financial Sourcebook Publishing, April, 1998), Zenvesting: The Art of Abundance & Managing Money (Financial Sourcebook Publishing, 1999; rights sold to Ten Speed Press of Berkeley, CA), and Twelve Steps to a Carefree Retirement (published by the American Medical Association in September, 1999).
Over the past 20 years, Paul has been interviewed by Barron's, The Wall Street Journal, Wall Street Transcript and Money Magazine, and has appeared on the local NBC affiliate's “Money Watch” program. Paul has been a contributing editor and writer for magazines such as Business Ethics, Financial Planner, National Psychologist, Physician's Management, Dental Management, and Publishing Entrepreneur.
Individuals and corporations from across the United States have sought his advice concerning issues such as estate and tax planning, retirement planning, financial planning, financial management, and investment management. He has spoken to numerous groups, including the World Future Society, Baylor College of Medicine, Kansas Medical Society, Northwestern Michigan Osteopathic Physicians Association, and the Northwestern Michigan Association of Certified Public Accountants (CPA's); and serves as a discussion panel moderator for Charles Schwab Financial Advisor forums.
Paul received his MBA from Lake Superior State University. He is a Certified Financial Planner and has completed the College of Financial Planning's Advanced Studies Course: Investment Strategies and Portfolio Management. He is also a member NAPFA, the National Association of Personal Financial Advisors, which is the largest professional association of comprehensive, Fee-Only financial planners in the United States.
