Investment Management Services Group, LLC

Overview

Investment Management Services Group, LLC operates as an independent, owner-managed registered investment adviser organized as an LLC. The firm focuses on portfolio management for individuals and small businesses, charging fees based on a percentage of assets under management. Its client base is primarily individual and family investors. The adviser reports no emphasis on ESG investing, is not registered as a multi-state adviser, and does not position itself as a capital allocator or pension consultant. The firm lists an affiliation with an insurance company, which may reflect referral or service relationships rather than a broader institutional client footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives