INVESTMENT MANAGEMENT SERVICES GROUP, LLC

Overview

Investment Management Services Group, LLC is a small, fee-based advisory firm that focuses on discretionary portfolio management for individuals and families. The firm favors liquid equity exposure, allocating the bulk of client capital to exchange-traded equities and ETFs, and appears to run separately managed account (SMA)-style strategies rather than acting as a capital allocator to proprietary pooled vehicles. Its stated fee model is a percentage of assets under management, and its business activity centers on personalized portfolio management for individual and small business clients rather than institutional consulting or pension work. Portfolio construction emphasizes equity positions with supplemental mutual fund holdings for broad market or fixed-income exposure. The firm does not position itself as an ESG-focused manager and operates with a single-state registration profile. It maintains an affiliation with an insurance company, which can influence product access or client solutions, though the core advisory offering remains marketable securities managed on a discretionary basis.

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