A complete list of active advisors currently associated with IMC Advisors, LLC

Warmer can help you find a great advisor at IMC Advisors, LLC or one who fits your needs even better.

IMC Advisors, LLC provides continuous investment advisory services and financial planning to individuals (including high-net-worth clients) and charitable organizations. The firm delivers both discretionary and non-discretionary portfolio management and prepares written financial plans to address clients’ objectives, time horizons, and risk tolerance. The firm uses a mix of analytical approaches—fundamental, technical, quantitative and qualitative—combined with asset allocation, mutual funds, third‑party managers and the selective use of derivatives (including options and futures strategies such as covered calls and spreads). Accounts are monitored on an ongoing basis with formal reviews at least quarterly and periodic performance and holdings reports provided to clients. Notably, IMC manages a relatively large pool of client assets while operating with a small advisory team and a modest client base, which implies a high level of assets per advisor and may affect staffing and operational dynamics. The firm also relies on a custodial platform arrangement that supplies research and operational services (and creates related conflicts of interest), does not routinely block and aggregate client trades, and does not vote proxies on clients’ behalf—operational choices that distinguish its service model from many peers.

To learn more about the advisors currently working at IMC Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.