We aspired to build an investment service that we would love being a client of. We are proud of the result.
We built IMA on value investing principles outlined by Benjamin Graham and popularized by Warren Buffett, then added a twist of our own.
The result is an all-terrain portfolio designed to grow while riding out any bad financial terrain it comes across.
We built IMA on value investing principles outlined by Benjamin Graham and popularized by Warren Buffett, then added a twist our own.
The result is an all-terrain portfolio designed to grow while riding out any bad financial terrain it comes across.
Due to regulatory reasons, we do not publish our returns publicly. However, to request our historical performance, please reach out to us.
Don’t subject your portfolio to your fund manager’s emotions and ulterior motives.
We stay rational through a research-heavy process with clear buy and sell criteria.
To pick new stocks for your portfolio, we build financial models of hundreds of businesses every year. Only a handful make the cut.
That way your wealth is protected by decisions based on research, not emotions or trends.
You should know what’s in your portfolio and why it’s there.
That’s why we’ll walk you through all our investment decisions in our quarterly letters. And you can check your positions any time, any day.
No more being a number in a spreadsheet. We individually manage each client’s personal investments to maximize their long-term growth while minimizing risk.
We’ll buy new clients stocks our current clients own only if those stocks are still good purchases.
We can also avoid specific types of stocks if you have ethical or tax-related considerations.
We won’t make you wade through an automated phone system or talk to people who don’t know anything about investing.
Our clients have direct access to IMA’s decision makers by phone or email when they want to talk about their portfolios.
Our only source of income is our fully disclosed management fee.
We built IMA so that our profits directly correlate to changes in your wealth, ensuring we always make investment choices that are only in your best interests.
That’s why our managers own the same stocks as you.
Virtually all Vitaliy’s and Michael’s liquid assets are managed by the firm, invested in the same stocks as the rest of our clients. That includes Vitaliy’s personal account, as well as those of his wife and three kids
That’s because we firmly believe that IMA’s methodology is the only sane way of investing in today’s economy.
Well-known for his insightful investment articles that have been published in Financial Times, Barron’s, BusinessWeek, and many others, Vitaliy has been dubbed “The New Benjamin Graham” by Forbes.
He has over 20 years of investment experience. His books have been translated into eight languages. He has taught graduate investment classes at the University of Colorado and he speaks to investor organizations in the U.S. and abroad.
Vitaliy received both his BS and MS degrees in finance from the University of Colorado at Denver. He served on the board of CFA Society of Colorado and is currently on the board of the Arapahoe Philharmonic.
You can find Vitaliy’s articles on life, investments, and classical music on his personal websites, The Intellectual Investor, and My Favorite Classical, or listen to them on the Intellectual Investor Podcast.
