Income Management Company

Overview

Income Management Company is a small, fee-based advisory firm that focuses on discretionary portfolio management for individual clients and small businesses. The firm operates as a corporation with an individual owner and positions itself to manage client assets primarily through public mutual funds and related pooled products. It is not an ESG-focused advisor, does not operate across multiple states, and does not act as a pension consultant or related adviser. Investment activity centers on using mutual funds as the core vehicle for client portfolios, supplemented by targeted allocations to commodity and energy exposures through third-party alternative managers. The firm’s business model emphasizes income management strategies appropriate for individuals and families, and its fee structure is a percentage of assets under management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices