INVESTMENT MANAGEMENT SOLUTIONS, INC.

Overview

Investment Management Solutions, Inc. is a small, individually owned advisory corporation that advises individual and family clients on a fee basis calculated as a percentage of assets under management. The firm’s stated advisory activities emphasize pension consulting services and the selection of other advisers, which signals a consulting and manager-selection focus rather than large-scale in-house portfolio management. It identifies as a capital allocator, but it is not an active ESG investor and does not operate across multiple states according to its filing. All client relationships reported by the firm are non‑discretionary, meaning the firm provides advice and recommendations but does not routinely exercise trading authority over client accounts. The company maintains an industry affiliation with an insurance company, which can influence the use of insurance-related products in client solutions or referrals to insurance-based wrappers.

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