We build you a customized, stress-tested portfolio so that you sleep well in any economy
THE ONLY SANE WAY TO INVEST
INDIVIDUALLY MANAGED
At Investment Management Associates, we individually manage each client’s personal investments to maximize their long-term growth while minimizing risk.
Active value investing
We follow the active value investment approach. That means we are neither traders nor buy-and-forget-to-sell investors. Rather, we are buy-and-sell investors.
No Conflicts of Interest
Our fully disclosed management fee is our only compensation. We make investment choices based on only one reason: we think they will make YOU money.
You are our partner
We won’t waste your money just to hug a benchmark or copy our competitors. We will walk you through every stock purchase and we’re always available by phone or email.
Our Fees & Minimums
We serve both individual and institutional clients with mid-six figure portfolios. Our fees range from 1.0% to 1.5% for individual clients (negotiable for large accounts).
