Investment Management Solutions, Inc.

Overview

Investment Management Solutions, Inc. is a small, California-based corporate advisory firm owned by an individual and focused on serving individual and family clients. It reports a percentage-of-AUM fee model and identifies itself as a capital allocator that also performs selection-of-other-advisers work. The firm lists pension consulting services among its advisory activities but does not describe itself as a pension consultant, and it does not position itself as an active ESG investor. The firm is state-registered in California and maintains an affiliation with an insurance company. It is not organized as a multi-state adviser and is not newly formed.

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Investments & Alternatives

Location & Offices