Investment Management Corporation is a fee-only, independent-wealth management firm. Since 1986, we have provided a superior investment management experience to individuals and business owners in our region and throughout the United States. Our fee-only, independent structure provides our clients with the assurance that we have eliminated potential conflicts of interest and will never sell them anything. We know that our success also depends on meeting the goals for risk and growth of our clients’ portfolios. We are committed to providing our clients with the transparency, simplicity, and focus that they deserve from an advisor.
We strive to lower investor costs and increase returns by utilizing institutional investments that are not available to retail investors, as well as other no-load mutual funds and/or Exchange Traded Funds (ETFs) where desired. As investment counsel, we will actively manage your investment assets on your behalf, while communicating with you regularly and adjusting to market conditions expeditiously.
Artificial Intelligence. AI has been a part of our lives for years, but recent technological advancements have brought it to the forefront of business investment. We believe that AI is here to stay and has the potential to make individual lives better and businesses more efficient. Artificial intelligence can now be used to respond to emails, text messages, receive and conduct phone calls, and impersonate individuals on video meetings. Nonetheless, we feel strongly that confidence and trust is best built through human interaction. Therefore, you can be confident that when you are interacting with and receiving communications from representatives at IMC, you are communicating with real people, not machines. We still value relationships over efficiencies.
Performance Matters. That is why we have recorded the quarterly and annual returns for each of our *model portfolio strategies since inception. This contrasts with most other advisors, who will only provide prospective clients with the assumed historic returns of a static portfolio that has been constructed with the benefit of hindsight. Consequently, this does not provide an accurate representation of the performance results that were achieved. At Investment Management Corporation, we will review the performance history of our *model portfolios with you so that you may see how each model performed during the positive and negative market periods since the model's inception.
Investment Management Corporation is an SEC registered investment adviser. To view our ADV Brochure and Form CRS, click here.
*Model portfolios are hypothetical and the returns reflect the reinvestment of dividends and other income. Individual account performance may vary. The value of your account may vary depending on market conditions and the performance of the investment option you select. Your investment could lose value. Past performance is no guarantee of future returns. You assume all investment risks, including potential for loss of principal as well as responsibility for any federal and/or state tax results.