INVESTMENT MANAGERS GROUP, LLC

Overview

Investment Managers Group, LLC is a limited liability investment adviser focused on portfolio management for individuals and small businesses. The firm operates on a percentage-of-assets fee model and is owner-operated at the individual level. Its regulatory profile indicates SEC registration in 2025 and the adviser does not position itself as an ESG-first manager, pension consultant, or capital allocator. Filings show the firm manages client relationships on a primarily non-discretionary basis, which suggests clients retain final trade authority while the adviser provides portfolio guidance, model construction and implementation support. Investment activity centers on pooled public funds rather than direct stock-picking. The adviser favors mutual funds and other public funds as core building blocks for client portfolios, using these vehicles to assemble diversified equity and fixed income exposure. Industry affiliations include relationships with broker-dealers and insurance providers, and custody is concentrated with Charles Schwab & Co., Inc., which the firm uses to hold client assets.

Assets & Accounts

Public Holdings

Location & Offices