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.
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 they`re a good deal for 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.
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.
We won’t make you wade through an automated phone system 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 when they want to talk about their portfolios.