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

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

Investment Management Corporation provides discretionary portfolio management for individuals, business entities, pension and profit-sharing plans, and trusts, generally requiring a $100,000 account minimum; the firm manages roughly $191 million for about 184 clients. Services focus on investing in individual stocks, bonds, exchange-traded funds, and mutual funds and the firm is compensated solely by advisory fees rather than commissions or other third-party payments. The firm combines fundamental and technical analysis and updates its market analysis on a weekly basis, offering both variable equity models (with allocations that can range up to 100% equities) and fixed equity models that emphasize individual securities. Clients grant the firm investment discretion so that model or allocation changes are implemented across affected accounts at the firm’s discretion, and trading is managed to avoid excessive turnover. Operationally, IMC maintains a strict conflict-of-interest policy: employees are prohibited from holding registrations or arrangements with broker-dealers, insurance companies, or other financial intermediaries, and the firm does not accept soft-dollar benefits or compensation from product providers. The firm does not take custody of client assets and declines authority to vote client proxies—custodians send proxy materials directly to clients—while IMC supplements custodian statements with its own quarterly reporting.

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