Diversify your Portfolio

An Investment Management Account, or IMA, offers customizable asset allocation, allowing practical diversification to your portfolio. With investments spanning a variety of asset types, an IMA may include such categories as global equities, Treasury Inflation Protected Securities (TIP’s), high-yield bonds, intermediate/short term bonds, or floating rate funds.

Within equities, a well-diversified portfolio should include such areas as:

  • U.S. Large Cap
  • U.S. Small Cap
  • International Developed Large Cap
  • International Developed Small Cap
  • International Emerging Market
  • Frontier Markets

We also believe alternatives should be included in a portfolio.  We offer investment choices in:

  • Real Estate Investment Trust
  • Commodities
  • Precious Metals
  • Merger Arbitrage
  • Master Limited Partnerships
  • Long/Short
  • Private Equity  

We provide the knowledge, experience and resources to implement an investment strategy to meet your financial goals.   

Our Strategy

Depending on your risk profile, we will structure a customized allocation solution for your individual needs that will factor in:

  • Your risk tolerance
  • Investment objectives
  • Income needs
  • Investment horizon  

We will then write an Investment Policy Statement that incorporates your investment strategy along with your asset allocation providing you with a framework on how your account will be managed.  

Once the strategy has been finalized, we will utilize low-cost, tax-efficient investment solutions that our Investment Committee has reviewed and approved that we feel offer the best odds of long-term success within each asset category. 

Get Started / Questions?

Learn more about an Individual Management Account and other ways we can assist you.  Contact the Wealth Management Advisor in your area.

Your security is important to us.  When communicating via email please do not include any personal, business or confidential account information.  Thank you!

Rich Arnold
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Bill Dolan 
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Other States
Gene Todd
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Existing Account Support
Michelle Rogers
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