- Retirement Plan Consulting
- Business
- Investment Consulting
Backed by an investment committee, our Scorecard System™ can help our clients improve outcomes, manage risk and reduce fiduciary exposure. Using a custom benchmark index which explains a fund’s market and style-related investment returns, the analysis will show unexplained variances attributed to manager skill.
Fueled by our institutional approach, our investment review incorporates:
- Modern portfolio theory statistics
- Quadratic optimization analysis
- Risk-adjusted return
- Fund style
- Peer group rankings
- Fund manager tenure
- The fund’s expense ratio relative to the average fund expense ratio in the asset class category
- The fund’s style and strength of statistics
- Target-Date Fund Suitability
The Fiduciary Fitness ProgramTM, Fiduciary Diagnostic™, and Fiduciary Plan Review™ technology are not proprietary to IMA Wealth, Inc. This technology is offered through the RPAG platform. RPAG and IMA Wealth, Inc. are separate, non-affiliated companies. IMA Wealth, Inc. pays RPAG for use of their platform and resources.
SOPHISTICATED SOLUTIONS, WITHOUT THE FUSS.
The IMA Wealth team is here for you. Our business is built on empathy and experience.