Experienced, reputable investment management.
At Investment Management Group Inc. (IMG) we provide answers to our clients financial questions. We are a professional wealth management firm specializing in investment portfolio management for individual and institutional investors.
Our philosophy is simple:
“Your Success Is Our Goal”
We provide our clients timely, unbiased investment advice, and do so with the highest level of integrity and service. We provide a committment to put our client’s interests first. And our specialized portfolio management strategies enable our clients to reach their financial goals while helping to minimize their risk.
Our broker dealer, First Allied Securities, Inc., is the firm of choice for independent financial advisors who seek to grow their businesses. First Allied’s exclusive business development platform has been constructed to provide entrepreneurial advisors with the industry's most comprehensive platform for growth. First Allied is a member of Cetera Financial Group, RCS Capital Corporation’s (NYSE: RCAP) retail investment advice platform. As of December 31, 2014, First Allied had approximately $31 billion in assets under administration and 785 affiliated financial advisors. First Allied Securities is part of First Allied Holdings, which also includes The Legend Group, a specialized provider of investment and retirement solutions to the not-for-profit space, including 403(b) accounts.