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Currently Open Positions
Selling a Practice?
Are You Interested in Selling Your Masterpiece or Partnering with An Independent RIA That Is Relentless About Putting The Clients’ Interests First?
As an advisor, at the end of a career, your wealth management business is your masterpiece. You will have abundant interest in selling your practice, but will the acquirer guide your clients with the same passion and integrity that made so many clients call you their “trusted advisor”?
IMS is interested in talking with you confidentially about a strategic partnership or acquisition of your practice. The process starts with a conversation about shared values, ethics, and alignments of philosophies on wealth management, investments, and client service. As an independent well-capitalized RIA with five principles, we can structure a partnership or acquisition that many larger firms cannot.
High-Integrity, Entrepreneurial & Growth-Minded Financial Advisors Belong at IMS Capital
IMS Capital Management is an independent Registered Investment Advisor (RIA) that’s been helping clients solve tough financial problems for more than three decades. We are fiduciaries offering ethical and objective unbiased advice. We have revoked the industry customs of sales quotas, obsession with fee-diversification, and relentless pressure to cross-sell various financial and insurance instruments.
IMS is supported by the resources, experience, and longevity of a large firm but remains deeply committed to entrepreneurial independence. Our belief: Hire highly ethical, intelligent people that want to serve others, then watch them thrive in a client-first culture surrounded by a passionate and talented team.
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