IMC Services include:

  • Wealth Management
  • Investment Planning
  • Qualified Retirement Plans
  • Trust, Joint, Individual, Corporate,
  • College Saving accounts
  • Customized Portfolio Reporting
  • Personalized Model Portfolio
  • Optimization & Risk Management
  • Quarterly e-Newsletters

Providing Employer 401k and Small and Mid-Market Business 401k Design, Implementation and Management... More about 401k

IMC provides fee based services primarily to individual wealth management clients, their personal retirement accounts, trusts, educational and individual accounts. We may from time to time, provide wealth management services to non-profit organizations and closely held businesses.

Mission

We are committed to building and maintaining our Client's wealth. We use our professional expertise and our personal approach to understand each Client's unique financial situation.

Our Culture

  • Personal Understanding of each client's goals
  • Focused Due Diligence
  • Commitment to Fiduciary Duty
  • Low fees

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