Precise Investment Management, Inc.

**Firm Background and Expertise:** Precise Investment Management, Inc., also known as Precise Management, Inc., is a registered investment adviser established in 2016. The firm specializes in providing discretionary portfolio management services for individuals, small businesses, and institutional clients. Precise offers services such as the Precise Worldview Structured Program and the Precise Worldview Focus Program, which involve sub-advisory agreements with Portfolio Managers for the discretionary management of client accounts. **Consumer-Facing Terms:** - **Minimum Initial Investment:** No minimum requirement for opening or maintaining an account. - **Fee Structure:** Advisory fees range from 0.75% to 2.00% for single managed accounts, and from 0.75% to 1.50% for Precise Worldview Focus and Structured Programs. - **Fiduciary Status:** Precise acts as a fiduciary, obligated to provide advice in the best interest of clients. - **Investment Discretion:** Precise has discretionary authority over client accounts, making determinations on securities transactions based on client objectives and guidelines. **Advisory Business Description:** Precise utilizes various analysis methods such as charting, technical, fundamental, and cyclical analysis. The firm's investment strategies include long-term and short-term purchases, trading, option writing, and the utilization of alternative investments. Clients are informed about the risks involved in investing, including general risks, trading risks, margin risk, and option writing risks. This summary provides an overview of Precise Investment Management, Inc.'s background, expertise, consumer-facing terms, investment discretion, and advisory business description as outlined in their Form ADV brochure. For further details, clients are encouraged to contact Precise directly.