THE ONLY SANE WAY TO INVEST

We build you a customized, stress-tested portfolio so that you sleep well in any economy

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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Our 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?

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    Investment Management Associates, Inc. - A Premier Value Investing Firm