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Welcome to Investment Management Consultants (IMC). Through Cambridge Investment Research Advisors, Inc., we provide independent financial planning and investment advisory services. Our mission is to provide our clients with logical and unbiased financial planning solutions. Our goal is to assist our clients in prioritizing and quantifying their financial goals, setting realistic expectations and implementing a disciplined and prudent investment and savings strategy to achieve those goals.
One of our most important roles is to assist our clients in determining a suitable and appropriate asset allocation strategy by considering investment time horizon, risk tolerance, objectives and cash flow needs. We invest for the long term by establishing appropriate asset allocations, however; we proactively adjust those allocations and strategies depending upon changing market conditions.
Our investment philosphy is characterized by implementing defensive investment and planning strategies that are designed to generate consistent and steady returns. Our clients recognize that principal preservation is as important as the gains they may achieve. In effect, "investors win by not losing". Portfolio values will be significantly higher if the investment strategies help protect against the downside risk of the market.
Contact us today at 801-438-2700 or 866-665-2700 to schedule a complimentary consultation meeting to discuss your investment and financial planning needs.
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