Investment Management Consultants

IMC Investment Management Consultants is a locally owned, independent investment consulting firm based in Las Vegas, Nevada, established in 1998. The firm is registered with the Securities and Exchange Commission (SEC) and offers services such as setting investment objectives, asset allocation, performance measurement, and cost containment. IMC can act as an independent portfolio manager for clients desiring discretionary management of individual equities and bonds. The firm advises only on securities regulated by the SEC and managed $126.4 million in discretionary assets and $255.3 million in non-discretionary assets as of December 31, 2024. IMC charges fees based on a percentage of assets under management, with a maximum annual fee of 1.00%. Fees are negotiable and billed quarterly in arrears. Clients have the option to have fees deducted directly from their accounts or invoiced. IMC may also charge flat fees or an hourly rate of $150 for specific services. The firm does not participate in wrap-fee programs or accept performance-based fees. IMC's investment strategies include a buy and hold approach supported by fundamental analysis, with a focus on establishing realistic objectives for clients based on risk tolerance. The firm utilizes various securities such as money markets, fixed income, equities, and mutual funds based on client needs and market conditions. IMC emphasizes the importance of understanding risks associated with different markets and investments. Clients have investment discretion with IMC's oversight, and the firm does not receive commissions or soft-dollar payments.