IMG Wealth Management Inc., established in March 2017, was formed by professionals from Investment Management Group to specifically cater to the unique needs of high net worth individuals. The firm's origins trace back to Pension Management, Inc. in 1994, originally serving state employees in Northeast Florida, and expanded its services to the general public in 2005 under Investment Management Group, LLC. Recognizing the growing needs of its clientele, IMG Wealth Management, Inc., focuses on providing tailored investment management solutions to its affluent clients.
Headquartered in Jacksonville, Florida, the company is incorporated as a Domestic Management Partnership (DOMP) with a filing number P16000076414, under the status of Florida.Models.Dos.FloridaCompanyStatus. The firm operates out of 8771 Perimeter Park Court, 102, Jacksonville, FL, and its contact number is (904) 881-5272.
IMG Wealth Management stands out for its distinctive investment philosophy, which emphasizes knowing what can be predicted and prudently hedging the unpredictable. This approach involves leveraging time-tested strategies to meet the diverse objectives of each client efficiently and effectively. Unlike full active management styles typical of stockbrokers, the firm focuses on a dynamic strategic asset allocation with infrequent tactical adjustments aimed at delivering consistent long-term outcomes.
The company's business philosophy revolves around three core principles: Character, Competence, Consistency. At IMG Wealth Management, the emphasis is placed on hiring individuals who demonstrate integrity and sound judgment, acknowledging that these values are foundational to their success. This ethos fosters a culture of innovative thinking while maintaining disciplined procedures crucial for delivering superior financial management services.
With an unwavering commitment to excellence demonstrated by skilled professionals, IMG Wealth Management ensures each client receives the highest standard of service. The firm's effective business model and experienced team reflect its dedication to exceeding client expectations. Nick Edwards serves as President, highlighting leadership continuity from its origins within Investment Management Group.
KEY FACTS ABOUT IMG WEALTH MANAGEMENT INC
-
US Businesses
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Companies in Florida
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Duval County Companies
- Company name
- IMG WEALTH MANAGEMENT INC
- Status
- Active
- Filed Number
- P16000076414
- FEI Number
- 81-3891546
- Date of Incorporation
-
September 16, 2016
Age - 9 years
- Home State
- FL
- Company Type
- Domestic for Profit
CONTACTS
- Website
- http://imgwealthmanagement.com
- Phones
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(904) 881-5272
IMG WEALTH MANAGEMENT INC NEAR ME
- Principal Address
- 8771 PERIMETER PARK COURT,
102,
JACKSONVILLE,
FL,
32216,
US
See Also