IMA | An Investment Firm Made for You

An investment company built to serve you

We hate the fact that so many firms in our industry use their clients’ money to enrich themselves while putting their clients at excessive risk. That’s why we built IMA to serve your interests first.

No conflicts of interest

Our fully disclosed management fee is our only compensation. We make investment choices based on only one criterion: we think they will make YOU money.

No bureaucracy

There’s no slow committee in our decision-making process. If a great opportunity presents itself and we’re confident in our research, we won’t miss it just because we’re waiting for the go-ahead from some board.

No dumb things with your money

We have no institutional pressure to own a stock to hug a benchmark or just because our competitors bought it. We invest in businesses we think are good for your portfolio. Period.

Our managers own the same stocks

Our CEO Vitaliy Katsenelson’s entire family investments are handled by IMA, including those of his three kids. That’s because we firmly believe that IMA’s methodology is the only sane way of investing in today’s economy.

Brochure:
“Complete Guide to IMA & Value Investing”

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International Research Network

We have spent several decades nurturing an international network of professional investors that help us find new opportunities or gain insights into our existing holdings. That means each of our investment decisions has been peer-reviewed for quality and safety.

SEC-COMPLIANT CLIENT TESTIMONIALS

We like that the team is in the same investments. They have “skin in the game” as we say.

Ilene & Larry

Fort Myers, Florida

Knowing that the IMA team is invested in exactly the same companies as we, creates a feeling of trust and confidence: “come hell or high water, we’re in this boat together”.

Jacob & Mieke

Pawleys Island, South Carolina

An attribute that is so very important is that our money and that of you and your family is being invested in the same investments. That is very comforting.
Thank you and continue the good work.

Lynda & David

Spring, Texas

To find a team that has skin in the game is rare (they’re all invested in the same securities). To find an investment team with whom I share personal values – rarer still. I am at peace and in the black when it comes to my investments – what a blessing.

Ken

Chapel Hill, North Carolina

IMA did not make any direct payments to clients for testimonials. However, according to SEC rules, buying a meal at a restaurant for a client is considered an indirect payment. IMA hosts events with meals for clients whenever the IMA team visits clients’ cities and hosts an annual client dinner in Denver, inviting all clients. Many clients who provided testimonials have attended an event with a meal paid for by IMA, and thus, according to SEC rules, have received indirect compensation.

READ ALL TESTIMONIALS: ONLINE · PDF

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