What does PI stand for?

We are committed to our clients: We are Professional, Proven, dedicated to Performance, and Passionate. We are a company of Integrity, with Inspired and Intelligent people who have great Insight.


PI is committed to delivering:

  • Experience-driven, objective and personalized advice.
  • Deep expertise in our areas of specialization.
  • Excellent service.
  • A comprehensive range of financial products and services.
  • Efficient, timely and accurate execution of transactions.


Management and staff are guided by the following principles, values, and goals:

  • Putting our clients' interests first and assisting them in building wealth.
  • Carrying out our business with integrity, in a fair, ethical, transparent, and professional manner.
  • Respecting each other, our clients, colleagues and others in the industry.
  • Being knowledgeable and professional and staying abreast of trends in our industry.
  • Building a company and relationships with lasting value.