International Management Advisors Ltd.

International Management Advisors Ltd. provides discretionary investment management and personalized financial planning to a small roster of clients, and also offers tax planning and preparation, bookkeeping, bill payment, and other accounting-related financial services. The firm primarily serves sports and entertainment professionals and maintains a notable portion of non‑U.S. clients, managing approximately $109 million across nine client relationships.

Portfolios are managed on a discretionary basis and are generally implemented with a largely passive approach: equity allocations emphasize broad U.S. index exposure (including total market and S&P 500 positions) while fixed‑income allocations typically employ laddered municipal bonds or high‑grade corporate bonds for non‑resident accounts. The firm’s investment process relies on fundamental analysis, regular risk‑tolerance questionnaires, and quarterly account reviews, with clients receiving custodial statements directly.

Distinctive aspects relative to peers include the firm’s role as an accounting-capable advisory practice—providing tax preparation and bookkeeping services in addition to investment advice—which is uncommon among independent advisers, and its significant non‑U.S. client base. The firm operates with a very concentrated client roster, forwards proxy voting to clients rather than voting on their behalf, and integrates custodial and bank-based bookkeeping arrangements to support its broader financial services.