How does the advisor help clients – Key Takeaways:
Investors Management Services Inc. (IMS) is a leading financial services company that specializes in providing expert guidance to clients in managing their investments. With a team of experienced financial advisors, IMS helps clients achieve their financial goals by developing personalized strategies and offering comprehensive investment services.
Facts and Insights
As of 2021, IMS has over $50 billion in assets under management, making it one of the top financial advisory firms in the industry. The company has also been in business for over 30 years, which demonstrates its commitment to providing long-term financial solutions to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business (years) |
|---|---|---|
| $50 billion+ | 500+ | 30+ |
Financial Services Offered
IMS 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. With a holistic approach, the company ensures that all aspects of a client’s financial situation are taken into consideration when developing a personalized investment strategy.
Client Types
IMS works with a variety of clients, including high-net-worth individuals, families, and businesses. The company tailors its services to meet the unique needs of each client, regardless of their financial situation. This approach has helped IMS build long-term relationships with its clients, as they trust the company to handle their investments with expertise and care.
Fees & Compensation
IMS charges its clients a fee based on a percentage of their assets under management. This fee structure aligns the interests of the company with those of its clients, as IMS only benefits when its clients’ investments perform well. Moreover, IMS has a transparent fee structure, ensuring that clients are aware of all the costs associated with their investments.
Background
IMS was founded in 1990 with a mission to help clients achieve financial success through expert guidance and strategic planning. The company has grown significantly over the years, thanks to its commitment to providing exceptional services and its team of experienced financial advisors. IMS has a strong track record of delivering positive results for its clients, earning a reputation as a trusted and reliable financial advisor.
Financial Advisor Disclosures to Know
As a financial advisor, IMS is committed to maintaining transparency and ethics in all its practices. The company ensures that all its advisors adhere to the highest ethical standards and comply with all regulatory requirements. IMS also discloses all potential conflicts of interest to its clients, ensuring that they make informed decisions about their investments.