Investment Management Consultants

What Investment Management Consultants does

Investment Management Consultants (IMC) is a privately held, independent financial advisory firm headquartered in Salt Lake City, Utah, founded in 1996 by Rhett Jeppson. The firm offers two core service lines: tailored Investment Management (portfolio construction, active management, defensive/hedging strategies, and alternative strategies for individuals, retirement plans, trusts, corporations, and foundations) and holistic Financial Planning (cash flow analysis, Social Security and Medicare planning, retirement and pension plan analysis, RMDs, tax planning, estate coordination, education funding, philanthropy, and business transition planning). Delivery is conducted through a team-based model comprising approximately 19 professionals, several holding CFP® and AIF® designations and bringing 10–30+ years of industry experience from firms including Fidelity, Morgan Stanley, Wells Fargo, KeyBank, and SEI.

IMC's business model is fee-based advisory services compensated via recurring AUM-linked fees, with securities distributed through Cambridge Investment Research, Inc. (FINRA/SIPC) and investment advisory services through Cambridge Investment Research Advisors (a registered investment advisor). The firm is licensed to serve clients in 32 U.S. states despite operating from a single Salt Lake City office. Supporting technology consists of standard third-party platforms—eMoney for wealth management, JotForm for secure document upload, CIR Statements for brokerage reporting—alongside a content-led marketing footprint comprising 50+ educational articles, 70+ videos, and 40+ financial calculators delivered through a Resource Center. The firm is a member of Cambridge's Circle of Excellence and the Retirement Plan Advisory Group (RPAG) alliance, providing access to proprietary fiduciary tools for employer-sponsored retirement plans.

Name

Investment Management Consultants

Legal name

Investment Management Consultants

Website

https://imcportfolio.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Investment Advisory & Financial Planning

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

Keywords

• Investment advisory services
• Financial planning
• Wealth management
• Retirement planning
• Portfolio management

Headquarters

HQ city

Salt Lake City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Management Services: Fee-based investment advisory services managing tailored portfolios for individuals, retirement plans, trusts, and corporations. Revenue generated through investment management fees based on assets under management.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Investment Management Consultants provides tailored investment management services that design portfolios to meet the asset growth and preservation goals of individuals, retirement plans, trusts, and corporations. The firm also delivers holistic financial planning covering pre- and post-retirement cash flow analysis, Social Security and Medicare strategies, charitable giving, and estate plan coordination, supported by a team of CFP and AIF-credentialed advisors. Services are distributed through Cambridge Investment Research, Inc. (FINRA/SIPC broker-dealer) and Cambridge Investment Research Advisors (SEC-registered RIA).

Product overview

Investment Management Consultants offers a comprehensive financial advisory platform centered on two core offerings: Investment Management and Financial Planning. The Investment Management service provides tailored portfolio management for individuals, retirement plans, trusts, and corporations, incorporating active management, defensive hedging strategies, and alternative investments with an online client portal for account access. The Financial Planning service delivers holistic planning including retirement cash flow analysis, Social Security strategies, estate coordination, and tax planning. The advisor services break down into specialized modules including retirement planning (cash flow projection, Social Security planning, Medicare planning, RMDs, retirement and pension plan analysis), tax planning (Roth vs. pre-tax strategies, tax loss harvesting), estate planning coordination (trusts, wills, beneficiary designations), education funding (529 planning), and philanthropy services (donor advised funds, qualified charitable distributions). Additional services address business planning, employment transitions, marriage/divorce planning, and death/disability planning. The platform is supplemented by financial calculators, a video library, and educational articles available through the Resource Center.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Tailored portfolio management designed to meet client goals for individuals, retirement plans, trusts, and corporations, with focus on both asset growth and preservation.
• Financial Planning Holistic financial planning covering pre- and post-retirement cash flow analysis, Social Security strategies, charitable giving, and estate plan coordination for clients at all stages of financial life.
• Retirement Plan Advisory Advisory services and fiduciary support for employer-sponsored retirement plans, including plan analysis, pension analysis, and participant retirement readiness (delivered with RPAG affiliation).
• Trust Management Professional management of trust accounts, including beneficiary designations, inheritance planning, and coordination with estate plans.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

Partnerships

One partnership is on record.

• Retirement Plan Advisory Group (RPAG)coreStrategic or Co-development PartnerNational alliance of accomplished advisors providing proprietary tools and services for industry-leading fiduciary support to plan sponsors and participants. Members have access to proprietary tools for retirement plan advisory services.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Mercer Advisors: National RIA offering holistic financial planning, investment management, and tax/estate services to HNW individuals and families. Most direct comp on business model, target client (HNW households), and fee-based AUM approach, though at significantly larger scale.
• Buckingham Strategic Wealth: RIA emphasizing evidence-based financial planning and wealth management for HNW clients with a team-based, fee-only model. Closely comparable service mix to IMC (planning-led, AUM-fee).
• Carson Group: RIA and advisor-support platform offering holistic financial planning, investment management, and coaching to HNW clients via affiliated advisors. Comparable planning-led approach; broader scale and partner-equity model differ.
• Creative Planning: Large independent RIA providing comprehensive wealth management, financial planning, tax, and estate services to HNW individuals and families. Directly comparable service mix and client target, materially larger AUM.
• Mariner Wealth Advisors: National RIA offering financial planning, investment management, tax, estate, and retirement plan advisory to HNW clients and institutions. Comparable service breadth including retirement plan services similar to IMC's RPAG offering.
• Edelman Financial Engines: Large RIA combining financial planning, investment management, and workplace retirement plan services for individuals and HNW households. Comparable planning-led model; significantly larger scale and digital infrastructure.
• Apollon Wealth Management: Independent RIA consolidator providing wealth management and financial planning to HNW clients through partner firms. Comparable HNW planning services; explicit roll-up/M&A growth strategy differs from IMC's organic model.

Broad incumbents

• Cambridge Investment Research Advisors: SEC-registered RIA affiliated with Cambridge Investment Research, IMC's actual broker-dealer and RIA partner. Comparable investment advisory offering but at vastly larger scale, with a different business model (BD/RIA platform supporting many independent advisors like IMC).
• Hightower Advisors: National RIA partnership model serving HNW clients with comprehensive wealth, investment, and planning services. Overlapping client base and services; materially larger footprint and advisor network.

Emerging players

• Facet Wealth: Digital-first RIA providing financial planning and investment management to mass-affluent and HNW clients via a remote, tech-enabled model. Overlaps in planning-led, fee-based advisory; differs sharply in technology stack and cost-to-serve.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/investment-management-consultants

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Investment Management Consultants