OUR CORE VALUES

Communication has been thoughtful and timely, and the firm is accessible.

The other reassuring truth about IMA is the disciplined process that Vitally and IMA uses.  I have a good sense of why each stock in our portfolio is there, and that the “fair value” price at which the stock will be sold was already decided when the stock was purchased.

I like the direct email contact, investment letter, efficient operation and prompt service.

IMA does a good job providing quarterly updates on their investment decisions and a more complete annual report. Their client portal works well and their fees are reasonable.

You are easy to approach and your office staff is readily accessible.

They always answer all my questions and are very easy to contact. Everything they do with my money is completely transparent. I can go online at any moment and see where my money is invested and how it’s performing. I had a few special requests and they took care of them. I’m very happy.

We do thoroughly read and reread the semiannual newsletters and have especially appreciated discussion of the factors contributing to a stock being temporarily undervalued and its potential for fair value.  It’s nice to understand the big picture and potential of each stock held in our account.

Vitaliy always responds personally to my questions in a timely manner, and the rest of the IMA family has been very accommodating in my requests, even when they involve complex trust account issues.

The regular communications from Vitaliy are informative and educational. The team is most helpful in assisting me to execute my estate planning strategies.

Vitaliy himself has always been available to discuss any questions or concerns we’ve had. In fact, I often receive a phone call from him after I’ve sent an email… within a few minutes and without asking for one! This is excellent and rare customer service.

I find the service prompt and client friendly from an operations standpoint.

His team has always been responsive to our needs. Vitaliy’s quarterly reports give tremendous insight into why we own the stocks we do.

With IMA, through its detailed presentations and client communications, the investment process has become much easier to understand; there are no lofty promises, only the facts.

What I realized after joining IMA is that IMA is not an anonymous investment firm but maintains active contact with its clients that goes beyond business relationships.

As an investor for over 35 years, I have never felt more informed and educated on the stock portfolio. As a busy executive, I could not be more at peace having IMA as my investment partner. Thank you!

Client communication is always helpful, friendly, and timely.

The seasonal updates IMA sends to their investors are insightful and lend a level of transparency I haven’t experienced with other investment managers.

IMA’s customer service is what you dream about.  We are part of the “tribe”.

What I realized after joining IMA is that IMA is not an anonymous investment firm but maintains active contact with its clients that goes beyond business relationships.