Privacy Policy

General

Investment Management Associates, Inc (IMA) is committed to respecting the privacy of consumers and its customers, including visitors to our US websites. This Privacy & Cookie Policy sets out how we collect, use, and share personal information. This Privacy & Cookie Policy also explains how we use cookies and similar technologies on our US websites and subsites.

IMA is registered with the U.S. Securities and Exchange Commission (the “SEC”). 

What information IMA collects

IMA collects the following information:

  • IMA collects information from individuals who request informational materials, including name, address, telephone number, email address and investment-related questions.
  • IMA collects relevant information on applications and resumes from prospective employees via our careers website.
  • IMA collects information provided orally and in writing via email, mail, online or in person from prospective clients, clients, prospective employees and employees.
  • Our websites use cookies to collect technical information, such as IP address, browser used to view the website, operating system, resolution of screen, location, language settings in browser, the site directing to our site, keywords searched, the number of page views, etc. Please see “Cookie Policy” below.

How IMA uses and shares information collected

IMA may use the information for the following reasons:

  • Internal record keeping.
  • To improve products and services.
  • To follow up, either by email, phone or mail, with people who have requested information and/or materials.
  • To periodically send promotional email or mail about services, recent developments or other information individuals may find interesting using the email address or mailing address provided when requesting information.
  • To access certain special features or areas of this website.
  • To evaluate prospective employees for positions, and to employ its personnel.
  • To analyze the financial situation of prospective clients and to provide investment advisory and management services to clients.
  • As otherwise permitted by law.

IMA may disclose information externally as permitted or required by law (such as to affiliates, service providers, and regulatory agencies), or where individuals have provided permission. IMA will not sell or lease personal information to third parties so they can market to individuals.