IMA Wealth, Inc.

IMA Wealth, Inc.

IMA Wealth, Inc.

Overview
Date Founded

1985

Headquarters

8200 East 32nd Street North Suite 100 Wichita KS United States 67226

Type of Company

Private

Employees (Worldwide)

14

Industries

Investment Services & Portfolio Management

Company Description

IMA Wealth offers two equity management strategies that are invested primarily through selection of individual securities. These strategies are typically recommended to clients with sufficient assets to invest in the equity portfolio according to the chosen strategy. The potential impact of trading expenses is also taken into consideration. They also offer an equity strategy that primarily invests in ETFs and mutual funds. These strategies are typically recommended to clients with smaller equity allocations which may otherwise lack adequate diversification, be adversely affected by trading expenses or have regular withdrawal needs better facilitated by the use of such products. These strategies are also recommended to clients who desire a strategy with lower turnover and/or broader portfolio diversification. IMA's equity management strategies seek to add value through tactical asset allocation. Tactical asset allocation may vary from the strategic target allocation assigned to each account based on IMA's market outlook. During periods in which IMA anticipates excessive risk for equity values, they may make an allocation to securities with a low correlation to the equity markets and/or increase allocations to cash. IMA typically makes fewer tactical asset allocation shifts in their equity management strategies that invest primarily with mutual funds.The firm's fixed income management strategies focus primarily on wealth preservation and income generation. Bond portfolios may be comprised of individual bonds, mutual funds, ETFs and/or cash or cash equivalents. These decisions are based on account size with an overall objective of providing adequate diversification and avoidance of significant issue-specific concentrations. Individual bonds are rated investment grade or higher by Moody's Investor's Service and/or Standard & Poor's at time of purchase, whereas mutual funds and ETFs can have a lower overall average credit rating. Eligible investments also include equity income securities. IMA's fixed income management strategies also seek to add value tactically through asset allocation. Tactical asset allocation may vary from the strategic target allocation assigned to each account based on IMA's market outlook.

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Executives & Employees

Chief Executive Officer

President

Executive Vice President & Chief Compliance Officer

Vice President & Portfolio Manager

Vice President & Portfolio Manager

Senior Vice President of Marketing, Client Relationship Manager & Retirement Plan Specialist

Senior Vice President, Retirement Plan Specialist

Senior Vice President

Senior Vice President & Operations Manager

Vice President & Client Relationship Manager

Board of Directors

Executive Vice President & Chief Compliance Officer at IMA Wealth, Inc.

Senior Vice President of Marketing, Client Relationship Manager & Retirement Plan Specialist at IMA Wealth, Inc.

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