INVESTMENT MANAGEMENT CONSULTANTS

Overview

Investment Management Consultants is a fee-based advisory firm that manages both individual and institutional relationships with a clear tilt toward equity-centric portfolios. The firm offers portfolio management for individuals and small businesses, manages pooled investment vehicles, and provides pension consulting services. Their fee structure is a mix of percentage-of-AUM, hourly charges and fixed fees, which suggests they serve a range of client needs from ongoing discretionary mandates to project-based work. Since registering with the SEC in 2021, the firm has built a practice that prefers exchange-traded equities and ETFs as the primary building blocks for client portfolios. They do not position themselves as an ESG-focused manager and are organized under individual ownership. The firm uses third-party managers for specific alternative exposures rather than acting as an in-house capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices