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ima active value investing private portfolio management start here why you ll love being our client our investment process our active value investing philosophy an investment firm built for you how to invest with us our portfolios about us our team faq books investing books soul in the game careers client testimonials conference contact us articles client login request our performance start here why you ll love being our client our investment process our active value investing philosophy an investment firm built for you how to invest with us our portfolios about us our team faq books investing books soul in the game careers client testimonials conference contact us articles client login request our performance we grow your wealth you don t worry about the markets we custom build a stress tested portfolio designed to navigate you through bad patches in the economy and markets so you can enjoy the good ones scroll to learn more we aspired to build an investment service that we would love being a client of we are proud of the result is ima for you low risk value investing oriented towards long term growth we built ima on value investing principles outlined by benjamin graham and popularized by warren buffett then added a twist of our own the result is an all terrain portfolio designed to grow while riding out any bad financial terrain it comes across our active value investing principles low risk value investing oriented towards long term growth we built ima on value investing principles outlined by benjamin graham and popularized by warren buffett then added a twist our own the result is an all terrain portfolio designed to grow while riding out any bad financial terrain it comes across our investing principles our goal consistent uninterrupted compounding due to regulatory reasons we do not publish our returns publicly however to request our historical performance please reach out to us request historical performance research based fad free stock selection don t subject your portfolio to your fund manager s emotions and ulterior motives we stay rational through a research heavy process with clear buy and sell criteria to pick new stocks for your portfolio we build financial models of hundreds of businesses every year only a handful make the cut that way your wealth is protected by decisions based on research not emotions or trends our investment process full transparency about what your portfolio contains and why you should know what s in your portfolio and why it s there that s why we ll walk you through all our investment decisions in our quarterly letters and you can check your positions any time any day custom tailored portfolio and client experience no more being a number in a spreadsheet we individually manage each client s personal investments to maximize their long term growth while minimizing risk we ll buy new clients stocks our current clients own only if those stocks are still good purchases we can also avoid specific types of stocks if you have ethical or tax related considerations direct line of communication with decision makers we won t make you wade through an automated phone system or talk to people who don t know anything about investing our clients have direct access to ima s decision makers by phone or email when they want to talk about their portfolios our client experience no conflicts of interest our only source of income is our fully disclosed management fee we built ima so that our profits directly correlate to changes in your wealth ensuring we always make investment choices that are only in your best interests that s why our managers own the same stocks as you managers who own the same stocks as you virtually all vitaliy s and michael s liquid assets are managed by the firm invested in the same stocks as the rest of our clients that includes vitaliy s personal account as well as those of his wife and three kids that s because we firmly believe that ima s methodology is the only sane way of investing in today s economy a firm built for you client testimonials i think it is top notch everything ima is doing is matching what you claimed frank new providence new jersey since becoming an ima client the relationship has been perfect for me the stock selections have been well researched the returns have been quite good during a turbulent market communication has been thoughtful and timely and the firm is accessible and i don t worry about what the market is doing that s ima s responsibility i have referred a number of close friends to ima and i suspect over time they will become clients too i will continue to refer ima i am a fan george roswell georgia to find a team that has skin in the game is rare they re all invested in the same securities to find an investment team with whom i share personal values rarer still i am at peace and in the black when it comes to my investments what a blessing ken chapel hill north carolina ima has always made us feel apart of something bigger a family or as you note a tribe this attitude is extremely unique in the financial world were a quick buck or the next flashily investment is often more important thank you for putting your souls in the game john maple grove minnesota maintaining a consistent philosophy of investing in good companies for the long term permits me to sleep at night level headed investing is a rare commodity vitaliy katsenelson and ima deliver on this promise ronald suzan mount pleasant south carolina what i realized after joining ima is that ima is not an anonymous investment firm but maintains active contact with its clients that goes beyond business relationships volker uster zürich switzerland with ima i have a better relationship with the investment company than i have ever had with any investment company robert spokane washington joining the ima team was the best move we have ever made with our joint retirement portfolio we have now been with ima for about 18 months and the results have been excellent stress levels have become a thing of the past and the ima team is great to work with mark regina aurora colorado it s important to us to have someone managing our money so that we can sleep at night regardless of the situation of the markets and that is what we have with vitaliy ilene larry fort myers florida ima did not make any direct payments to clients for testimonials however according to sec rules buying a meal at a restaurant for a client is considered an indirect payment ima hosts events with meals for clients whenever the ima team visits clients cities and hosts an annual client dinner in denver inviting all clients many clients who provided testimonials have attended an event with a meal paid for by ima and thus according to sec rules have received indirect compensation read all testimonials online pdf featured on our ceo vitaliy katsenelson cfa well known for his insightful investment articles that have been published in financial times barron s businessweek and many others vitaliy has been dubbed the new benjamin graham by forbes he has over 20 years of investment experience his books have been translated into eight languages he has taught graduate investment classes at the university of colorado and he speaks to investor organizations in the u s and abroad vitaliy received both his bs and ms degrees in finance from the university of colorado at denver he served on the board of cfa society of colorado and is currently on the board of the arapahoe philharmonic you can find vitaliy s articles on life investments and classical music on his personal websites the intellectual investor and my favorite classical or listen to them on the intellectual investor podcast ready to invest have more questions fill out the form below or call us at 303 796 8333 we value your privacy and will not share your email with anyone δ our office investment management associates inc 5690 dtc blvd suite 140w greenwood village co 80111 3232 phone 303 796 8333 email protected email privacy policy privacy choices crs form regulatory disclosures subscribe to vitaliy s articles download brochure like to read get an in depth picture of how ima works through this publication download copyright 2025 imausa com investment management associates inc subscribe investment management associates inc a premier value investing firm we value your privacy preferences reject all accept all we use cookies to enhance your browsing experience serve personalized ads or content and analyze our traffic by clicking accept all you consent to our use of cookies strictly necessary required for the website to function cannot be disabled analytics helps us understand how visitors interact with the site marketing used to track visitors across websites for advertising purposes save preferences