A complete list of active advisors currently associated with Income Management Company

Warmer can help you find a great advisor at Income Management Company or one who fits your needs even better.

Income Management Company is a small, solo-registered investment adviser led by its founder that provides discretionary asset management to a limited client base of individuals (including high‑net‑worth), individual retirement accounts, trusts, and some corporate pension and profit‑sharing plans. The firm implements client portfolios exclusively through mutual funds and variable annuity subaccounts and offers three defined strategies: Bond, Balanced, and Growth. The firm employs an active asset‑allocation approach that tactically reallocates portions of client holdings within the same mutual fund family or annuity platform to pursue risk‑adjusted returns in line with each client’s objectives, time horizon, and liquidity needs. IMC does not select individual securities, monitors fund positions frequently, and clients’ assets are held directly with the fund or annuity issuers rather than by the adviser. What is distinctive is the combination of modest scale—roughly $10.6 million in discretionary AUM across about 20 clients—and a long‑tenured sole practitioner model that serves both individual and institutional account types. The firm disclosed a 2021 regulatory finding that required remediation and a period of oversight by a compliance consultant, and it operates without additional staff or custodial relationships.

To learn more about the advisors currently working at Income Management Company, 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.