ALL YOU NEED TO DO:

Get to know us better

Read FAQs and download brochure.
Make sure to read about our fees, minimums, conflicts of interest, and investment approach.

Get in touch

Call us at
(303) 796-8333
Email us at

WHAT WE WILL DO:

We’ll make sure IMA is the right fit for you

In our first phone call, we’ll go over what you’re looking for and whether our investment services are the right match for your needs.

We’ll walk you through our investment process

If IMA is the right for you, we’ll walk you step-by-step through how we value companies, build models, and put the portfolio together.

We’ll help you do all the paperwork

We’ll help you set up brokerage accounts and fill out the necessary agreements to start investing with us.

SEC-COMPLIANT CLIENT TESTIMONIALS

We are very pleased with your write-ups, the ease of onboarding, and the responsiveness / seriousness of your team.

Andrew & Nancy

Westport, Connecticut

I am a non-US-based client and so there were of course some admin headaches to navigate. Lisa was extremely helpful and patient in going through the onboarding process. She really went out of her way to help. Any admin questions I’ve had since have been promptly resolved by Cyrus.

Jeremy

London, England

IMA offered several convenient options for our Investor Managed Brokerage Account. We already had other accounts at a couple of them, which made the process of adding a new account very straight forward.

Jill & John

Chicago, Illinois

We were extremely happy with the ease of the onboarding process as well as the communication between the IMA team and ourselves.

Vance & Christi

Scottsdale, Arizona

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

READY TO INVEST? HAVE MORE QUESTIONS?

Fill out the form below or Call us at 303-796-8333

HOW TO INVEST WITH US