INVESTMENT MANAGEMENT CORPORATION

Overview

Investment Management Corporation is an independent registered investment adviser operating since its 2016 SEC registration. The firm is individually owned and bills clients on a percentage-of-AUM basis. Its client mix spans high-net-worth individuals and families as well as institutional and business clients. Primary advisory services are discretionary portfolio management for individuals/small businesses and for businesses or institutions. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. Portfolio construction shows an equity orientation: exchange-traded equities are the most-used asset type. At the same time, the firm uses third-party managers for alternative exposure, and it employs annuities and mutual funds as part of its investment toolkit.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices