In the August issue, I discussed the individually managed account (IMA) as a product that can be used alone or in concert with other products to implement a high-net-worth individual's investment plan. There are...
All of a sudden, everybody gets it. After years no, decades of being pigeonholed, poorly defined, put down and generally dismissed as a serious contender in the investment arena, the individually managed account (IMA)...
A relatively simple function that should be on every money manager's service offering is stock-blocking. In the past several years, as retail individually managed account (IMA) programs have taken off, money managers...
For years, financial advisers who recommend individually managed accounts (IMAs) to their clients have used a consulting process that includes three basic steps: setting investment objectives, searching out and...
