ITM, INC. (D/B/A RESOURCE CONSULTANTS, INC.)

Overview

Itm, Inc., doing business as Resource Consultants, Inc., is a small corporate adviser that focuses on portfolio management for businesses and institutional clients. The firm operates under a fixed-fee model and is classified as an “Other Financial Product Salesperson,” indicating a mix of advisory and product-distribution activity rather than a traditional retail RIA model. Resource Consultants does not present itself as an active ESG investor and is not registered as a multistate adviser. Its stated client base is institutional, and the firm lists affiliations with trust and insurance companies, which suggests it coordinates investment and product solutions with custodial or insurance vehicles. Given the firm’s fixed-fee structure, institutional focus and reported use of third-party alternative managers for real estate, Resource Consultants appears to emphasize predictable pricing and outsourced execution for specialty allocations rather than in-house, active security selection across broad public markets.

Assets & Accounts

Investments & Alternatives

Location & Offices