Industry Focus

IMR understands the skills necessary to run traditional and alternative investment portfolios.

Traditional asset classes, such as US and International equity and fix income portfolios, are comprised of investments where the securities and valuations are transparent. Return calculations are straight-forward and time duration and cash flow in a portfolio doesn’t influence final returns.

Alternative asset classes, such as hedge funds, real estate and private equity portfolios operate according to a different set of rules than traditional investments. Alternatives are generally viewed as less liquid than regular assets and gain the majority of their value over a longer period of time. As such, they are less dependent on market fluctuations and interest-rate developments. Most strategies and investments require solid specialists, market expertise, and many years of experience.

Traditional Asset Classes


    • Growth, Value, and Blended Styles
    • Domestic, International, and Emerging Markets
    • Large, Mid, and Small Capitalization

Fixed Income

    • Taxable and Tax Exempt
    • Short and Long Durations
    • Treasuries
    • Cash Management


Alternative Asset Classes

    • Hedge Funds
    • Private Equity
    • Real Estate
    • Venture Capital


IMR will help you find the individuals with the specific skills to match your investment discipline.