Investment Management Consultants

About Investment Management Consultants

<p>From its Salt Lake City headquarters along the Wasatch Front, Investment Management Consultants (IMC) is a Registered Investment Advisor that works with clients on asset allocation and ongoing portfolio decisions.</p> <p>IMC builds allocation strategies around time horizon, risk tolerance, objectives, and cash-flow needs. The firm adjusts allocations as market conditions change and uses a team-based service model. Clients also get online access to track funds and store files securely.</p> <p>In 2026, IMC reports $2.1B in assets under management. The firm provides financial planning, investment management, and consulting to individuals in many states, including Arkansas, Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Indiana, Kansas, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, New Jersey, North Carolina, North Dakota, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.</p> <p>One point that sets IMC apart is its combination of active allocation adjustments with a structured online portal for both investment tracking and document organization. For sponsors comparing options, see other <a href="/plan-advisors">plan advisors</a> and <a href="/retirement-plans">retirement plan providers</a>.</p> <ul> <li>Registered Investment Advisor (RIA)</li> <li>Headquartered in Salt Lake City, Utah</li> <li>Asset allocation and investment management</li> <li>Financial planning and consulting</li> <li>Online fund tracking and secure file storage</li> </ul>

Website: https://www.imcportfolio.com/home-page