Ima Wealth

IMA Advisory Services, Inc., operating as IMA Retirement, is a registered investment adviser headquartered in Wichita, Kansas, providing investment advisory services since 1999. The firm offers fee-based Qualified and Non-Qualified Employee-Directed Retirement Plan Consulting Services. They provide investment advisory, consulting services, and educational seminars to retirement plans and participants, tailored to the plans' investment policies. IMA Retirement may provide investment advice on a non-discretionary or discretionary basis, with fees negotiated based on services provided. The firm uses quantitative and qualitative analysis, as well as modern portfolio theory, to advise clients on long-term investing and risk management. They recommend mutual funds and other permitted products, such as stable value and life-cycle funds. IMA Retirement does not have disciplinary information to report and does not have custody of client assets. The firm's employees are licensed to sell insurance products, and they may receive commissions from insurance sales. IMA Retirement's Code of Ethics emphasizes ethical conduct and client confidentiality. The firm does not vote client securities and does not have financial information available in the brochure.