Info

IMA is an investment advisory firm that specializes in managing portfolios for individual investors and smaller institutions. IMA brings to our clients the same investment approach used by large institutional investors and very wealthy families. We utilize an asset allocation strategy in building our client portfolios and construct them using no-load mutual funds targeted towards our clients' specific investment needs. We are fee-only advisors, not brokers, and we do not work on commission. This minimizes potential conflicts of interest with our clients. IMA handles many different types of accounts including individual accounts, joint accounts, IRA's, simple IRA's, SEP's, Pensions, Personal Trusts, and a variety of others. If you are interested in investing for your future IMA can help you reach your financial goals. Please feel free to navigate about our site by clicking on the menu choices at the left and bottom edges of the page. We have a variety of sections which detail our investment process, describe our company, as well as sections with general discussions on investing. You can return to this main page at anytime by clicking Home.