Different goals, same investing principles.

Whether you’re looking for growth or income, our portfolios are still all-terrain, crisis-resistant, long-term oriented, and built on our Active Value Investing principles.

Active Value Investing
Core Portfolio

Active Value Investing
Dividend Portfolio

Tailored to

Portfolio growth

Stable and rising income stream

Total return objective (price + dividend)

High

Medium

Dividend-paying stocks

Non-dividend-paying stocks

(extra emphasis on stability of cash flows)

Very significant

Significant

25 - 30

25 - 30

Fees

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Download our brochure for a more detailed explanation of our portfolios

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