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Our Strategic Relationships

At Aviator Investment Management, we believe our strength is our mutual support, which serves as your Crew Resources Management (CRM). We help clients coordinate and organize their multiple financial instruments, with the goal of creating a force multiplier with your financial plan.

In order to provide a high level of service, we have developed strategic relationships with the following groups:

Lifetime Financial Growth

Our firm is a Lifetime Financial Growth company. Lifetime Financial Growth (LFG) is a regional firm serving over 35,000 clients and over $2.5 billion in assets administered (as of 12/31/14). Clients of LFG have access to the intellectual capital of more than 200 financial representatives with diverse expertise in the protection and accumulation of wealth, investments, executive benefits, employee benefits, business planning and estate planning.

The Guardian Life Insurance Company of America

For more than 150 years, Guardian has maintained their financial strength through economic ups and downs, steadfastly meeting their obligations to people and business alike. As a mutual company, they don’t have shareholders. Which means the only people they have to answer to are their policyholders. As a Guardian agency, we have access to the full breadth and depth of Guardian’s financial strength, resources and products.

Petersen International Underwriters

Petersen International Underwriters (PIU) provides insurance solutions for disability, life, medical and contingency risks. Using the strength of the world’s insurance markets, PIU has an underwriting capacity that allows the covering of risks that traditional insurance carriers can’t or won’t insure. We have personally designed an exclusive disability insurance contract with PIU to cover pilots if they lose their medical certificate and are no longer able to fly.

Matson Money

Matson Money is a full-service Registered Investment Advisor firm offering asset management services through independent financial professionals nationwide. Their unique approach to investing is firmly grounded in Nobel-Prize winning financial and economic principles. Like our own firm’s philosophy, they believe that every investor should understand and feel confident about their investment approach.


Peterson International Underwriters and Matson Money are not affiliates or subsidiaries of PAS, Guardian, or Lifetime Financial Growth.