Bill Peterson is the founder and President of BIM, he has been a CFA charterholder since 2001 and also earned an MBA from the University of MN. During his career Bill has successfully marketed commodities, long-only strategies of a wide variety and tactical strategies as separate accounts, ’40 Act and private funds. He has worked extensively with both advisors and very large qualified plans and other institutional investors such as endowments and foundations. Bill has also successfully gained the highest rankings for strategies from some of the largest consulting firms in the country and has earned accolades throughout his career for integrity and bringing value to clients. He has started an RIA and third-party marketing firm, been head of sales and marketing for an institutional business, navigated the startup process for an ETF, acted as a compliance officer, developed websites and has worked extensively on marketing collateral pieces.

Nevin has over 25 years of very successful marketing experience in the investments Industry. For 16 years Nevin was a Regional Director with Forward Funds (acquired by Salient in 2015). Prior to Forward, Nevin served as a Regional Director with Undiscovered Managers and Federated Investors. Nevin has helped improve collateral pieces for many funds, has had great success in marketing funds and separate accounts across all channels including RIAs, wirehouses, and independent broker/dealers. Importantly, Nevin understands what it takes to be successful in all of these channels and how an investment company can best support their products for success with advisors. He also has earned the CFP designation. Nevin received a BA in History and a commission in the US Army upon graduation from the Virginia Military Institute.