No more investing in hot dogs

What are those things really made of? We don’t really know. But unlike other firms, we’ll explain exactly what’s in your portfolio and why it’s there

Extremely
Transparent

We pour our heart into our quarterly letters so that you see our reasoning behind any purchase, sale, or hold in your portfolio.

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Customized
Portfolios

We won’t invest a new client’s portfolio into stocks we own that are no longer cheap. And we’ll keep your preferences in mind when making purchases for you.

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Just a Phone
Call Away

Any questions, comments, or concerns about your portfolio? Just get in touch by phone or email. We love speaking with our clients.

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Extremely Transparent

You should know what’s in your
portfolio and why it’s there

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.

Recent Quarterly Letters

“You are one of the most interesting, talented writers I know”

AG, reader since May 2016

“Thank you so very much for your posts. We are all the better professionals for it”

RH, reader since Sep 2016

“The world needs more of voices like yours”

BW, reader since Aug 2017

“I don’t know anyone else that writes like you, shares market points of view like you, and makes things seem personal and approachable!”

PG, reader since Aug 2016

“Thanks for your ideas and advice over the last few years!”

D.M.

“I look forward to your emails. They are among the very few that pass my screen.”

JC, reader since May 2017

Testimonials 1 Testimonials 2 Testimonials 3

Customized Portfolios

Ethical concerns? Tax needs?
We’ve got you!

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.

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 it would be a good deal for you.

No nonsense investments for new clients

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 jump through automated phone systems 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 if they want to discuss their portfolio.

“You are one of the most interesting, talented writers I know”

AG, reader since May 2016

“Thank you so very much for your posts. We are all the better professionals for it”

RH, reader since Sep 2016

“The world needs more of voices like yours”

BW, reader since Aug 2017

“I don’t know anyone else that writes like you, shares market points of view like you, and makes things seem personal and approachable!”

PG, reader since Aug 2016

“Thanks for your ideas and advice over the last few years!”

D.M.

“I look forward to your emails. They are among the very few that pass my screen.”

JC, reader since May 2017

Testimonials 1 Testimonials 2 Testimonials 3

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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