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The Private Investment Group
The Private Investment Group, Inc. presents itself as an independent investment advisory firm with offices in Centerville, Ohio, and Palm Springs,...
The Private Investment Group
The Private Investment Group, Inc. presents itself as an independent investment advisory firm with offices in Centerville, Ohio, and Palm Springs, California. Its founding goal centers on assisting clients across every aspect of their financial lives. The firm emphasizes a deeply personal service model, aiming to build financial stability and independence for individuals, particularly those facing retirement or seeking long-term wealth preservation. The firm's stated process involves creating strategies tailored to individual client needs and goals. While specific asset-class mixes or named portfolio holdings are not publicly disclosed, its materials signal a focus on retirement planning, asset protection, and navigating economic transitions. Geographic service delivery spans its dual-office footprint in the Midwestern and Western United States. The firm does not publicly disclose assets under management or total team size. Its website highlights a team with years of experience in financial services. Beyond its advisory practice, the firm does not publicize associated philanthropic foundations, real-asset arms, or membership in peer networks. The Private Investment Group’s structural distinction lies in its intentional identity as a personal-service firm rather than a product manufacturer or proprietary investor. It does not offer in-house funds. Instead, its posture is that of a navigator for individual clients, with a communications tone rooted in trust, honesty, and long-term relationship-building.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Centerville
Corporate office
Centerville, OH, United States
Additional offices
Palm Springs, CA, United States
Frequently asked questions
Is The Private Investment Group a single family office or an investment advisory firm?
The Private Investment Group operates as an independent investment advisory firm, not a single family office. Its public materials describe services for a range of individual clients rather than managing capital for one family. The firm emphasizes personalized financial planning and investment strategies.
Does The Private Investment Group offer proprietary investment funds?
There is no public indication that the firm offers proprietary or in-house investment funds. Its website positions the firm as an advisor that creates strategies tailored to client needs, suggesting a focus on advisory services rather than manufacturing financial products.
Who makes investment decisions at The Private Investment Group?
The firm does not publicly name its investment committee or key decision-makers. Its website references a team of professionals with years of experience in financial services, but individual principals and their specific roles are not disclosed.
What types of clients does The Private Investment Group typically serve?
The firm's language primarily addresses individuals preparing for retirement, seeking to protect family wealth, or navigating major life transitions. There is no mention of institutional clients, endowments, or sovereign entities in its public materials.
Does The Private Investment Group participate in direct deals or fund commitments?
The firm does not disclose any participation in direct private investments, co-investments, or fund commitments. Its public-facing materials focus on broad financial planning and long-term trend identification rather than specific transaction types.
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