We are engaged in the unending pursuit of improving everything we do, from constantly refining our investment process to delivering incredible customer service to our clients.
Our portfolio managers have six decades of collective experience weathering the upturns and the downturns of the markets; each holding Graduate Degrees and CFA Charters.
Michael L. Conn, CFA
President and Founder
Mr. Conn earned his B.A. from the University of Colorado at Boulder and his M.B.A. from the Harvard University Graduate School of Business Administration. Michael has more than 40 years of investment experience. more
Unlike some firms, we can admit that we don’t know it all. That’s why we spent several decades carefully nurturing a wide network of professional investors. We even created a conference to do that. We share investment ideas with this network and they share their ideas with us, helping us find new opportunities or gain insights into our existing holdings.
We build hundreds of financial models while picking only a handful of investments. That’s why we have a dedicated research team to help us identify the best candidates for our portfolio.
Tyler Bentley graduated from the University of Colorado at Boulder with Bachelors in Economics and Psychology. He is a CFA Level 1 Candidate.
Aziz Alhebaishi graduated with honor in finance from Western Washington University. Aziz will be graduating in November 2017 from the University of Denver with MS in finance – investment track.
We are always there for our clients. You can get in touch by phone or email and we’ll get back to you within one business day.
Ms. Lewingdon joined IMA in 1997 after serving the U.S. Army as a civilian in administrative and regulatory control. She received her bachelor in Finance from the Metropolitan State University of Denver more
Ms. Katsenelson worked in investment industry since 2006. Until 2009 she worked as director of operations at PVG Asset Management. She received her bachelor degree in marketing from University of Colorado at Denver.