Imus Wilkinson Investment Management, LLC

Imus Wilkinson Investment Management, LLC is a registered investment adviser based in Tucson, AZ, specializing in comprehensive portfolio management services for individuals, high net worth individuals, trusts, estates, charitable organizations, pension plans, and various business entities. Established by Gary K. Imus, the firm acts as a fiduciary, always prioritizing clients' best interests. Their wrap fee program offers a single fee structure covering investment advisory services and custodial transaction costs, with fees ranging from 0.75% to 1.25% based on assets under management. Imus Wilkinson utilizes asset allocation strategies, fundamental and technical analysis, and risk management to tailor portfolios to clients' goals and risk tolerance. The firm may recommend cash and cash equivalents as part of asset allocation. Clients have a minimum account balance requirement of $500,000 for the Wrap Comprehensive Portfolio Management service. Imus Wilkinson does not charge performance-based fees and does not recommend other wrap program services. The firm conducts regular reviews of client accounts and communicates with portfolio managers to align investment strategies with client objectives. Imus Wilkinson does not vote client securities and maintains a Code of Ethics to ensure fair and ethical practices. The firm discloses referral fee arrangements and does not have financial conditions impairing obligations to clients. Clients are encouraged to review the firm's Brochure for detailed information on services, fees, and investment strategies.