About Paul Sutherland

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I have worked in the investment and financial advisory business since 1975. As a Senior Portfolio Manager, I have been managing global total return investment portfolios (under the “investing without borders” style) for more than 25 years. In 1984, with a small team I 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. I currently serve as the company’s President and Chief Investment Officer.

Beyond my extensive investment experience, I have authored numerous books on financial planning and money management, including Zenvesting: The Art of Abundance & Managing Money, 12 Steps to a Care-Free Retirement the AMA Guide to Financial Planning. In June 2008 I will release my second Zenvesting book titled The Virtues of Wealth. I began my writing career in 1979 with an article on international investing that was published by Physician’s Management Magazine. Over the past 27 years I have had academic and consumer articles published in magazines, newsletters and other publications on subjects such as benchmarking global portfolios, asset allocation, retirement investing, income investing, forecasting and global investing. My work has been published in Business Ethics, Financial Planner, Dental Management and NAPFA News.  In the last year I have become a regular columnist for Spirituality & Health magazine and have been interviewed by Bloomberg News, Barrons, The Wall Street Journal, The Wall Street Transcript, Investors Business Daily (IBD), Investment News, Money Magazine and others.

I received my M.B.A. from Lake Superior State University. In addition, I am a Certified Financial Planner and have completed the College of Financial Planning’s Advanced Studies Course: Investment Strategies and Portfolio Management.

Individuals and corporations from across the United States have sought my advice on estate and tax planning, retirement and investment management. I have had the opportunity to speak  to professional groups nationally and internationally – including Singapore, Beijing, Sydney and Toronto – on topics such as international investing, investment economics and portfolio management.

As for non-profit work, one of my true passions, I am 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 current board member, as well as Founder and Chairman of the Board of the Utopia Foundation