Prudent Portfolios

IMA is an investment advisory firm that specializes in managing portfolios for individual investors and smaller institutions. IMA brings to our clients the same investment approach used by large institutional investors and very wealthy families. We utilize an asset allocation strategy in building our client portfolios and construct them using no-load mutual funds targeted towards our clients' specific investment needs. We are fee-only advisors, not brokers, and we do not work on commission. This minimizes potential conflicts of interest with our clients.

IMA handles many different types of accounts including individual accounts, joint accounts, IRA's, simple IRA's, SEP's, Pensions, Personal Trusts, and a variety of others. If you are interested in investing for your future IMA can help you reach your financial goals.

Please feel free to navigate about our site by clicking on the menu choices at the left and bottom edges of the page. We have a variety of sections which detail our investment process, describe our company, as well as sections with general discussions on investing. You can return to this main page at anytime by clicking Home. Enjoy our site.

IMA Website Homepage Disclosure Statement

Investment Management Advisors, Inc. (hereinafter "IMA") is not rendering or offering to render personalized investment or other advice through this medium. This website is limited to the dissemination of general or descriptive information related to the service offerings of IMA. Such services can only be rendered for compensation after all of the following conditions, among others possible, are met: (a) IMA is registered, or excluded or exempted from registration, as an investment advisor in the applicable state or other jurisdiction(s); (b) a legally compliant disclosure "brochure" is delivered by IMA to the client; (c) an investment advisory agreement, specifying the client’s investment goals and objectives among many other things, is executed and delivered between IMA and the client; (d) one or more accounts are established by the client with an applicable custodian firm over which IMA has a limited power of attorney to manage such account(s) and (e) payment is made for such services. IMA may only transact business in your state if it is first registered, excluded or exempted from state registration requirement as the case may be. Follow-up or individualized responses to you by IMA that involve either affecting or attempting to affect the rendering of personalized investment advice for compensation, as the case may be, will not be made absent compliance with applicable state, federal or local investment advisor registration and/or other legal requirements, or an applicable exemption or exclusion. IMA will attempt to ascertain the jurisdiction of the source of each inquiry before responding to the inquiry. Nothing contained herein should be construed as relieving IMA of relevant registration or other requirements in any particular jurisdiction. The information in this website is based on data gathered from what IMA believes are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended as a primary basis for investment decisions. It should not be construed as advice meeting the particular investment needs of any investor.

See Disclosure Statements on home page and disclosure page of this website