Investment Management Associates

Investment Management Associates, Inc. is a Registered Investment Adviser located in Greenwood Village, CO, established in 1979. The firm specializes in retirement investing and income generation, offering ongoing discretionary investment management services to clients. Clients have the option for non-discretionary investment management upon request. The firm primarily allocates client assets among equities, options, and debt securities based on individual client profiles, goals, risk tolerance, and income needs. Clients have the ability to provide standing instructions regarding their investments and can choose between discretionary and non-discretionary accounts. The firm charges advisory fees up to 1.5% of assets under management, billed quarterly in advance. Clients may make additions or withdrawals to their accounts at any time, subject to certain conditions. Investment strategies focus on undervalued stocks with an emphasis on quality, valuation, and growth. The firm does not engage in performance-based fees or side-by-side management. Clients include individuals, high net worth individuals, foundations, trusts, and corporations, with a minimum initial account value of $500,000. The firm does not participate in Wrap Fee programs and manages over $480 million on a discretionary basis as of February 29, 2024. Clients receive quarterly account statements and written reports detailing their positions and performance. The firm does not accept proxy authority to vote client securities. Investment Management Associates, Inc. has no disciplinary history and does not engage in other financial industry activities or affiliations.