IMG WEALTH MANAGEMENT INC
JACKSONVILLE, FLORIDA

How long have you been in the business? Our history begins in 1994 when our original practice, Pension Management, Inc., was created to service the investment and financial planning needs of state employees in Northeast Florida. In 2005, we expanded our scope of business to the general public, creating Investment Management Group, LLC. Over the next decade, we recognized the growth of our clientele, and their assets, required a special division dedicated to the specific needs and expectations of high net worth individuals, leading to the formation of IMG Wealth Management, Inc. in March of 2017. . Due to the breadth of services we offer and the diversity of client needs, alternate compensation methods may be available, all of which can be discussed with your IMG Wealth Management advisor. What is your investment philosophy? We seek to know the knowable and, when possible and prudent, hedge the unknown. The implementation of this strategy can look very different according to individual client circumstances. The core theme of our philosophy is the utilization of time and research-tested investment strategies to achieve each client’s objectives as efficiently and effectively as possible. We do not subscribe to full active management (we are not stock brokers). With a dynamic, strategic asset allocation and infrequent tactical adjustments, we strive to produce consistent and predictable results over time compared to buy-and-hold and active management models. What is your business philosophy? In three words: “Character, Competence, Consistency.” If we can’t employ people of sound mind and character, then nothing else we do matters. We have great people dedicated to being the best that they can be at their craft. We recognize these professionals are our foundation. The key to our business success is engendering a culture that encourages innovative thought without compromising established procedures for methodically executing the simplest to the most complex processes day in and day out. If we have great people, doing a great job all the time, we believe our clients will be well taken care of. IMG Wealth Management was created by professionals from Investment Management Group in 2017 to meet the specific needs of Our team of financial planners, investment managers, and support staff have developed a business model tailored to the unique requirements of our core clientele. It only takes one meeting to see what sets IMG Wealth Management apart How long have you been in the business? Our history begins in 1994 when our original practice, Pension Management, Inc., was created to service the investment and financial planning needs of state employees in Northeast Florida. In 2005, we expanded our scope of business to the general public, creating Investment Management Group, LLC. Over the next decade, we recognized the growth of our clientele, and their assets, required a special division dedicated to the specific needs and expectations of high net worth individuals, leading to the formation of IMG Wealth Management, Inc. in March of 2017. . Due to the breadth of services we offer and the diversity of client needs, alternate compensation methods may be available, all of which can be discussed with your IMG Wealth Management advisor. What is your investment philosophy? We seek to know the knowable and, when possible and prudent, hedge the unknown. The implementation of this strategy can look very different according to individual client circumstances. The core theme of our philosophy is the utilization of time and research-tested investment strategies to achieve each client’s objectives as efficiently and effectively as possible. We do not subscribe to full active management (we are not stock brokers). With a dynamic, strategic asset allocation and infrequent tactical adjustments, we strive to produce consistent and predictable results over time compared to buy-and-hold and active management models. What is your business philosophy? In three words: “Character, Competence, Consistency.” If we can’t employ people of sound mind and character, then nothing else we do matters. We have great people dedicated to being the best that they can be at their craft. We recognize these professionals are our foundation. The key to our business success is engendering a culture that encourages innovative thought without compromising established procedures for methodically executing the simplest to the most complex processes day in and day out. If we have great people, doing a great job all the time, we believe our clients will be well taken care of. How long have you been in the business? Our history begins in 1994 when our original practice, Pension Management, Inc., was created to service the investment and financial planning needs of state employees in Northeast Florida. In 2005, we expanded our scope of business to the general public, creating Investment Management Group, LLC. Over the next decade, we recognized the growth of our clientele, and their assets, required a special division dedicated to the specific needs and expectations of high net worth individuals, leading to the formation of IMG Wealth Management, Inc. in March of 2017. . Due to the breadth of services we offer and the diversity of client needs, alternate compensation methods may be available, all of which can be discussed with your IMG Wealth Management advisor. What is your investment philosophy? We seek to know the knowable and, when possible and prudent, hedge the unknown. The implementation of this strategy can look very different according to individual client circumstances. The core theme of our philosophy is the utilization of time and research-tested investment strategies to achieve each client’s objectives as efficiently and effectively as possible. We do not subscribe to full active management (we are not stock brokers). With a dynamic, strategic asset allocation and infrequent tactical adjustments, we strive to produce consistent and predictable results over time compared to buy-and-hold and active management models.