THE PRIVATE INVESTMENT GROUP, INC.

Overview

The Private Investment Group, Inc. is an independent registered investment adviser serving individuals and families with a mix of financial planning and portfolio management aimed at smaller households and business owners. The firm runs a primarily discretionary asset management model, favoring liquid, exchange-traded securities as the backbone of client portfolios while complementing equity exposure with mutual funds, corporate debt and selected third‑party real estate strategies. Fee arrangements combine a percentage of assets under management with fixed-fee engagements for planning or bespoke services. The adviser does not position itself as an ESG investor and operates under an individual ownership structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices