Investment Management Services Group, LLC

Overview

Investment Management Services Group, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on fee-based portfolio management for individual and family clients, and for small businesses. It charges clients a percentage of assets under management and does not position itself as a capital allocator or pension consultant. The adviser is not identified as an active ESG investor, and its advisory footprint is limited (it is not listed as a multi-state adviser). The firm lists an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices