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 personally committed to building and maintaining our client’s personal wealth. We believe that it takes drive, perseverance, expertise and commitment to grow, keep and preserve wealth. We at IMC understand the complexities of wealth generation. Our personal approach allows us to understand your unique situation. Using your risk tolerance, understanding your goals we bring them together in a comprehensive Investment Policy Statement. Through a focused investment process we then build a Investment Portfolio consistent with your Investment Policy Statement.

Our Culture

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

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