INVESTMENT MANAGEMENT TRUST, LLC

Overview

Investment Management Trust, LLC is an independent registered investment adviser organized as an LLC and focused on serving individual and family clients and small businesses. The firm provides financial planning and discretionary portfolio management and charges advisory fees based on a percentage of assets under management. It is SEC-registered (2025) and owned by an individual principal. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser. The firm’s stated allocation preference leans toward equities, with a portfolio construction approach that emphasizes exchange-traded securities. Because the firm is not a capital allocator, it relies on third-party investment products and managers rather than running proprietary funds or programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices