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.

INDIVIDUALLY MANAGED

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

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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.

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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.

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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.

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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).

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Still have more questions?
Check out FAQ page.

FAQ

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 or Call us at 303-796-8333


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"Vitaliy Katsenelson is the new Benjamin Graham."
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