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 discretionary investment management and, on request, non‑discretionary services to individuals, high‑net‑worth clients, foundations, pension and profit‑sharing plans, trusts, charitable organizations, and corporations. The firm generally requires an initial account size of $500,000 (with exceptions at its discretion) and manages roughly $573 million for a few hundred client accounts through a small team of advisors. The firm follows an active value investing approach that evaluates Quality, Valuation, and Growth, with portfolios typically holding 20 to 30 stocks and individual positions generally sized between 2% and 6%. IMA does not use margin or shorting but may use options—specifically secured puts and covered calls—to generate income or hedge positions, and it provides ongoing supervision plus IMA‑prepared reports that include year‑to‑date performance for clients. Several operational features are notable relative to peers: the brochure discloses the use of listed option strategies within client accounts (an uncommon practice for similar teams), and firm principals engage in publishing investment books marketed to the public and receive royalties. The firm also prepares its own performance reporting for clients and emphasizes reconciling those reports with custodian statements as part of its reporting and review process.

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.