How does the advisor help clients – Key Takeaways:
Investment Management Trust, LLC (IM Trust) is a financial advisory firm dedicated to providing tailored investment management services to clients seeking to build and preserve their wealth. With a team of experienced professionals and a commitment to putting clients first, IM Trust offers valuable financial expertise and personalized solutions to help individuals and families achieve their financial goals.
Facts and Insights:
Founded in 2010, IM Trust has quickly established itself as a reliable and trusted advisor in the financial industry. With over $500 million in assets under management and a team of 10 advisors, the firm has a strong track record of successful and profitable investments for its clients. IM Trust has also received numerous accolades and recognition for its achievements, including being named one of the top wealth management firms in the country by Forbes.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered:
IM Trust offers a range of financial services to cater to the diverse needs of its clients. These services include investment management, retirement planning, tax planning, estate planning, and risk management. The team at IM Trust works closely with clients to create personalized investment portfolios and develop strategies to help them achieve their long-term financial goals.
Client Types:
IM Trust caters to a diverse clientele, including high-net-worth individuals, families, and businesses. The firm understands that each client has unique financial needs and goals, and they are committed to building strong and lasting relationships with each one. With a client-first approach, IM Trust strives to provide the highest level of service and expertise to each and every client, regardless of their financial situation.
Fees & Compensation:
IM Trust’s fees are based on a percentage of assets under management, ensuring that the firm’s interests are aligned with those of their clients. This fee structure also allows for a transparent and fair compensation system, where clients only pay for the services they receive. As a fee-only advisory firm, IM Trust does not receive any commissions or kickbacks for recommending certain investment products, ensuring that their advice is always in the best interest of their clients.
Background:
IM Trust was founded by a team of experienced and knowledgeable financial professionals with a combined experience of over 50 years in the industry. The firm’s founders saw a need for a more personalized and transparent approach to wealth management, and they have since built a strong and reputable firm that puts clients first. IM Trust’s team of advisors all hold advanced degrees and professional certifications, ensuring that clients receive top-notch financial advice and guidance.
Financial Advisor Disclosures to Know:
As an independent registered investment advisor, IM Trust is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. This includes disclosing any potential conflicts of interest and ensuring transparency in all financial transactions. IM Trust takes this responsibility seriously and works diligently to maintain trust and confidence with their clients.