The Wall Street Transcript
The Wall Street Transcript - In-Depth Interviews for Investors
General Investing >> Money Manager Interviews >> March 20, 2013

A Values-Driven Approach to Investing

Sutherland, Paul
Paul Sutherland, CFA, is the President of Financial & Investment Management Group. He has worked in the investment and financial advisory business since 1975. As a Senior Portfolio Manager, he has been managing global total-return investment portfolios (under the “investing without borders” style) for more than 25 years. In 1984, he formed the Financial & Investment Management Group, Ltd. (FIM Group), a Traverse City, Michigan-based registered investment adviser that manages investment portfolios on a discretionary basis for individuals, trusts, foundations and retirement plans. Beyond his extensive investment experience, Mr. Sutherland is the author of numerous books on financial planning and money management, including Zenvesting: The Art of Abundance and Managing Money, Twelve Steps to a Carefree Retirement, AMA Physicians’ Guide to Financial Planning and A Veterinarian’s Guide to Financial Planning. He began his writing career in 1979 with an article about international investing that was published by Physician’s Management Magazine. His work has been published in Business Ethics, Financial Planner, Dental Management and NAPFA News. He is a regular columnist for, and owner of, Spirituality & Health magazine, and he has been interviewed by Bloomberg News, Barron’s, The Wall Street Journal, The Wall Street Transcript, Investor’s Business Daily (IBD), InvestmentNews, Money Magazine and others. Mr. Sutherland received his MBA from Lake Superior State University. In addition, he is a Certified Financial Planner and has completed the College of Financial Planning’s Advanced Studies Course: Investment Strategies and Portfolio Management. Mr. Sutherland is Co-Founder of the Children of the World Foundation, Past Chairman of the Traverse City Rotary Club’s World Community Service Committee, Past Chairman of Safe Passage, and Founder and Chairman of the Board of the Utopia Foundation. Profile
TWST: Tell us about FIM Group. 

Mr. Sutherland: We are a global money manager. I have been managing values-driven, balanced growth and income, global portfolios throughout my

Top Company Interviews

Microsoft Corporation
Intel Corporation
Pfizer, Inc.
General Electric Company
Walmart Inc.
International Business Machines Corporation
Citigroup Inc.
Exxon Mobil Corporation
Bank of America Corporation
Dell Inc.
Verizon Communications Inc.
Alphabet Inc

Register for a Free Account to gain greater access to The Wall Street Transcript right now

CEO INTERVIEWS
Interview with the CEO: Pasithea Therapeutics Corp. (NASDAQ:KTTA)
Interview with the CEO: BetterLife Pharma Inc. (OTCMKTS:BETRF)
Interview with the CEO: Cansortium Inc. (OTCMKTS:CNTMF)
SECTOR ROUNDTABLES
Natural Gas Weighs Heavy On E&P Near-Term Prospects
Roundtable Forum:optimism Despite Uncertainty In For-profit Education
Roundtable Forum:a Shift In Focus To Natural Gas From Oil
MONEY MANAGER INTERVIEWS
AI Opportunities Expand to Industrial, Utilities and Energy Sectors
India Fund Manager Expects Discretionary Spending to Grow
Inefficiency in Ex-US Markets Creates Opportunity to Buy at a Discount
ANALYST INTERVIEWS
Five Companies Dominate in Psychedelics-Based Drug Development
Cidara’s Long-Acting Antiviral Drug Could Be a Game Changer
Spotting Potential in the High-Risk, High Reward Neuroscience Space
Since 1963
© The Wall Street Transcript 2016, 2024
Terms and Conditions
Privacy Policy