Our quarterly letters are one-of-a-kind (check out the samples). You can also see each position and cost basis on the custodian’s website (reported daily). Still have questions? We can answer them by phone or email.
NO MORE INVESTING IN HOT DOGS
What are those things really made of? We`re not sure. But unlike other firms, we’ll explain exactly what’s in your portfolio and why it’s there
EXTREMELY TRANSPARENT
You should know what’s in your portfolio and why it’s there
CUSTOMIZED PORTFOLIOS
No-nonsense investments for new clients
Just because we bought a security a year ago doesn’t mean it’s a good purchase for you right now. We don’t railroad new clients into stocks we currently own, unless we still think they`re a good deal for you.
Ethical concerns?
Tax needs?
We’ve got you covered!
We can skip purchases of stocks you don’t want to buy, such as defense or tobacco. We can also make sure you make capital gains or losses for tax purposes. Just let us know what you need.
We don't make
new clients pay
extra
In many mutual funds, clients end up paying taxes on gains enjoyed by previous investors. At IMA you own your own cost basis, so you’re not paying extra.
JUST A PHONE CALL AWAY
How about talking to people who make the investment
decisions for a change?
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.
READY TO INVEST? HAVE MORE QUESTIONS?
Fill out the form below or Call us at 303-796-8333