Investment Management Group

Overview

Investment Management Group is an independent registered investment adviser first registered with the SEC in 2002. The firm is owned by a combination of a domestic entity and an individual and serves both high-net-worth individuals and families as well as institutional clients. Its advisory model blends financial planning and portfolio management across individuals, small businesses and larger business or institutional mandates, and it also offers pension consulting services. Fee arrangements include percentage-of-AUM billing alongside fixed fees and other fee structures. The firm does not identify as an active ESG investor and is not structured as a multi-state or related adviser; it also does not operate as a capital allocator to outside managers. Investment Management Group lists industry linkages with banks or thrift institutions, accounting and law firms, insurance companies and other investment advisers, suggesting referral and service relationships across the financial ecosystem.

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Public Holdings

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Location & Offices