Welcome to the web site of IMA Wealth, Inc.
IMA Wealth, Inc. (hereinafter ‘IMA Wealth’) is Investment Advisor registered with the Securities and Exchange Commission (“SEC”). IMA Wealth is also a securities broker-dealer registered with the SEC, Member FINRA, and an insurance agency. As such, IMA Wealth and its representatives make available products for qualified and non-qualified defined contribution plans as “broker-of-record” to the Plan, under a brokerage commission arrangement. In addition, our insurance agents make available life, disability and long-term care products. IMA Wealth is also an investment advisor registered with the SEC that provides investment supervisory services for individuals, corporations and foundations, as well as consulting services for qualified and non-qualified employer-sponsored retirement plans under a fee for service arrangement. IMA Wealth does not transact any securities purchases or sales through its broker-dealer on behalf of its investment supervisory services clients. However, if clients of IMA Wealth or The IMA Financial Group, Inc. seek a broker-dealer to serve as broker-of record to an employer-sponsored defined contribution plan under a commission arrangement or wish to purchase life, long-term care or disability insurance, they will be referred to IMA Wealth’s broker-dealer or insurance agency. Should the clients referred to IMA Wealth’s broker-dealer or insurance agency purchase one or more of these products, our associated persons may be eligible to receive a percentage of the commissions generated by these sales. However, no client of IMA Wealth or The IMA Financial Group is obligated to use the broker-dealer or insurance agency to purchase these products. IMA Wealth’s associated persons typically serve as registered representatives of both the broker-dealer and investment advisor and as well as licensed agents of the insurance agency.
This communication is not a solicitation or offer to sell securities or investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists. All written content is for general informational purposes only. IMA Wealth does not effect or attempt to effect any securities transactions, or render personalized investment advice on this web site. The purpose of this web site is to provide the public with general information on the services offered by IMA Wealth. All written content is for informational purposes only and may not constitute a complete description of available investment services or performance. Proprietary papers and writings are the opinions of IMA Wealth. Other articles, links, and information presented on this site are obtained from sources believed to be reliable, but they are for informational purposes only and Adviser does not guarantee their timeliness or accuracy. Reference therein to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by IMA Wealth. Clients should consult their advisor with regard to any questions they may have.
Investing in securities involves risk, including the possible loss of principal. No investment strategy, such as diversification or asset allocation, can guarantee a profit or protect against loss in periods of declining value. Upon liquidation, your investment account may be worth more or less than your original investment. Nothing on this web site should imply that past results are an indication of future performance.
IMA Wealth, Inc. is a wholly owned subsidiary of The IMA Financial Group, Inc.
At certain places on this site, live ‘links’ to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of IMA Wealth. IMA Wealth does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by IMA Wealth.