IMAGINE MATH

Overview

Imagine Math is a small, independent registered investment adviser that serves individual and family clients with a fee model based on a percentage of assets under management. Its advisory mandate centers on financial planning and portfolio management for individuals and small businesses. The firm favors pooled public vehicles as its primary public-market exposure but also allocates to a range of third‑party alternative managers to broaden return sources. Imagine Math is not an active ESG investor and is not registered as a multistate adviser; its operating profile and asset base point to a boutique practice focused on hands‑on relationships with a limited client roster.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices