Investors Management Services Inc

Investors Management Services provides asset management and comprehensive wealth-management services to individuals (including high‑net‑worth clients), retirement accounts, trusts, estates, charitable organizations, pension and corporate clients. The firm manages client portfolios primarily on a discretionary basis and begins relationships by assessing goals, cash flow needs, time horizon and risk tolerance to set investment guidelines.

The firm’s investment process blends fundamental and quantitative analysis and relies on mean‑variance optimization and modern portfolio theory to build diversified portfolios across equities, fixed income, mutual funds, ETFs and alternative assets, with an emphasis on asset allocation over market timing or stock picking. Planning is presented as a holistic process—data gathering, analysis, asset-allocation design and ongoing monitoring—with the ability for clients to impose restrictions or request prior trade contact.

Distinctive aspects include a long operating history (established in 1968) combined with a small client roster (about 20 clients) managing roughly $35 million in assets, which produces a high assets‑per‑client ratio and extensive personalization. The firm recommends custodians such as Schwab and Fidelity, uses third‑party research and Bloomberg data and may engage outside consultants as needed; it has authority to debit advisory fees from client accounts (and is accordingly deemed to have custody) but does not take physical control of client assets.