Exclusive investment solutions, tailored to your goals

The right financial plan is critical to securing your financial future, and a personalized investment strategy a key part of that.

We build a tailored investment plan, closely monitored to stay aligned with your goals, that offers: 

World class, diversified investment portfolio

Globally diversified and designed to meet a variety of needs, including capital protection, retirement income, volatility mitigation, tax efficiency and sustainable investing. 

Leading global sub advisors

The best investment talent is not limited to any one firm or geography. That’s why we search all around the world for trusted investment managers with proven track records.

Public, private, and alternative asset classes

We go beyond traditional asset classes and use those not readily available to the public to enhance the diversification of our portfolios.

Bringing you a world of investment expertise

We employ a rigorous screening and evaluation process to find global investment managers with proven track records.

Investment Solutions

iProfile Private Portfolios

Sophisticated and customized approach to portfolio construction.

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IG U.S. Taxpayers Portfolios

Exclusive investment solutions that can help simplify U.S. tax reporting.

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Separately Managed Accounts

Provides tax and portfolio customization, transparency and dedicated investment management. Plus, learn about our range of brokerage services.

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Client Testimonials

  • Marlin Reimer has been my trusted financial advisor since 2001 and has seen me through my wealth accumulation years and into my retirement and beyond. I have every confidence in his advice and have really relied on him over the years, especially in my recent transition to retirement. He has been the calm voice in many storms and has been there for me when I’ve needed him most. I highly recommend Marlin and his team for financial consulting services.

    Angela - Actuary & Assistant Vice President

  • I became one of Marlin Reimer’s clients shortly after I recommended he pursue a career in financial planning. I had a strong belief in his integrity, intelligence, work ethic and service orientation to recommend and do what was in my best interests. That belief was the foundation of our relationship back then and has stood the test of time. Family members and friends who I have referred to Marlin over the years are satisfied clients and I continue to recommend him to others seeking a knowledgeable, dynamic and committed financial advisor. It is a pleasure to watch someone excel in their career when they clearly have the passion Marlin has.

    Judy - Director, Human Resources

  • I have worked with Marlin for over 18 years and have trusted him to ensure our financial planning needs are met and managed for my family’s current and future goals. Marlin works with a high level of integrity and has shown on several occasions that he is truly looking out for our best interests. He is proactive, knowledgeable and always well prepared for our bi-annual meetings. I have no hesitation in recommending Marlin’s professional and courteous service.

    Alison - Product Specialist

  • Marlin has our best interest in mind. He took great care of our account while we were serving in Chad, Africa for the 3 years. Trustworthy and dependable.

    Doug - Missionary

Get in touch for a confidential review of your Financial planning needs.