Pioneer Institutional Asset Management, Inc. is a large advisory firm based in Boston. It manages $5.42 billion of regulatory assets for 56 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Massachusetts.
Pioneer Institutional Asset Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pioneer Institutional Asset Management, Inc. is $5.42 billion. The firm's AUM has grown by 919% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pioneer Institutional Asset Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Bernard Henri De Wit has been acting as President since 1 Jul 2017. Kenneth James Taubes joined the executive team most recently as the Chief Investment Officer, Director.
The principal office where Pioneer Institutional Asset Management, Inc. performs its advisory services is located at 60 State Street, Boston, MA 02109 1820, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-422-4700 or by fax 617-422-4223. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at us.pioneerinvestments.com.