Don’t entrust your portfolio to people who care more about their bonuses than your wealth.

Our portfolio managers own the same stocks as our clients.

Your success is our success.

At IMA, we individually manage each client’s personal investments to maximize their long-term growth while minimizing risk.

We serve both individual and institutional clients with mid-six figure portfolios.

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.

As a client, you are our partner. We won’t waste your money on stocks just to hug a benchmark or copy our competitors. We will walk you through every stock purchase we make and we’re always available via phone and email.

To learn more, check out these pages:

Ready to invest? Have more questions?

Fill out the form below to get started and we’ll get back to you the next business day

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Call us at 303-796-8333

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"Vitaliy Katsenelson is the new Benjamin Graham."
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