We Exist To Benefit Your Business

Who you are

  • Capital Seekers
  • Established Managers
  • PR Firms 
  • Senior Marketers

Values

Whom, How, Why

Service, Alignment, and Resonance: between you and IMS and between you and your investors.

  • Service: You’ll get support so you can work smarter for your investors
  • Alignment: We’ll get on the same page resulting in your clients understanding how you’re benefiting them
  • Resonance: Harmonious collaboration

Want to be more productive and efficient?

Have too much to do and not enough time?

Offloading administrative marketing tasks frees up your capacity to focus on growing your business.

About Us

I’m a former client service rep., private banker, relationship manager and product specialist serving both institutions and high net worth investors.

A jack of all trades with a “big-picture” mindset and analytical and critical thinking skills.  A liberal arts education and an interest in asset management and helping businesses grow.

Confucius is reputed to have said “People have two lives, and the second begins when we realize we only have one.”

After spending the early part of my career working for alternative asset managers, I began to search for a more focused path through which my time and energy could be used to serve others. I believe my “highest and best use” is to help people be at their “highest and best use”. The result of that belief is Investor Management Solutions.