Transparent, Dynamic, Client-focused
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.