A complete list of active advisors currently associated with Investment Management Associates

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

Investment Management Associates provides ongoing discretionary investment management, and non‑discretionary services on request, to individuals, high‑net‑worth clients, foundations, pension and profit‑sharing plans, trusts, charitable organizations, and businesses. The firm states a typical minimum initial account of $500,000 and reports managing roughly $810 million across its client relationships, with periodic client reporting and quarterly custodian statements. IMA follows an active value investing process that emphasizes three dimensions — quality, valuation, and growth — and typically constructs concentrated portfolios of about 20–30 stocks with initial position sizes generally between 2% and 6%. Portfolios are managed primarily in equities and fixed income, with income‑oriented implementation that can include dividends and option strategies such as secured puts and covered calls to generate income or hedge, while the firm discloses it does not use margin or short selling. The brochure discloses some marketing and referral practices that are less common among peers: the firm pays unaffiliated third‑party solicitors (promoters) and acknowledges the use of promoters’ endorsements or testimonials in its materials, and it provides IMA‑prepared performance reporting to clients. The firm does not present comprehensive financial planning as a core service, instead offering consulting engagements billed on a case‑by‑case basis (noted in the brochure as generally ranging from 1% to 1.5% of assets under advisement), and the firm also discloses that senior personnel author books and receive related royalties.

To learn more about the advisors currently working at Investment Management Associates, 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.