Investment Management Trust, LLC

Investment Management Trust, LLC provides discretionary investment management, wealth management and financial planning to individuals — including a stated focus on the working‑class middle‑income market — as well as high‑net‑worth individuals, trusts, estates and small businesses. The firm also makes separately billed tax and accounting services available through a separate CPA practice operated by the firm's principal.

IMT typically constructs primarily long‑term portfolios using exchange‑traded funds and individual stocks, with mutual funds, CDs and fixed income used as appropriate, and applies fundamental, technical and cyclical analysis while rebalancing or trading shorter term when warranted. The firm manages roughly $123.45 million of discretionary assets and operates on a percentage‑of‑AUM fee basis under written discretionary agreements with clients.

Noteworthy features that distinguish IMT from many solo advisors include its reliance on client referrals with no website or social media presence, an explicit prohibition on commission‑based products and on private/alternative investments, cryptocurrencies, leveraged ETFs and speculative derivatives, and the disclosure that it participates in an institutional custody platform that provides technology and other economic benefits. The firm also discloses the availability of separately billed tax and accounting services, which can overlap with its advisory work and is presented as a distinct, disclosed offering.