IMA Direct

Built on Technology, Driven by People

Welcome to investing re-imagined. Our innovative technology builds, monitors, and automatically rebalances a diversified portfolio based upon your goals, while providing access to IMA Private Wealth advisors who provide personalized help when needed. You can get started with as little as $5,000.

Tax-loss harvesting is available for clients with at least $50,000 invested in their IMA Direct account. If an investment declines in value, our automatic tax-loss harvesting may potentially help you offset the taxes on investment gains.

There is a range of account types to choose from including:

  • Brokerage
  • Traditional & Roth IRA
  • Rollover IRA
  • Custodial
  • Trust Accounts

Automated Investing with a Personal Touch

Easily build for your future:

  1. Complete a short questionnaire to establish your goals, risk tolerance, and timeline.
  2. Receive a diversified portfolio chosen by our investment professionals.
  3. Our technology monitors your portfolio daily and automatically rebalances it as needed to better help keep your investments diversified and on track.

IMA Direct is an automated investment management service, Institutional Intelligent Portfolios®, provided by the custodian, Charles Schwab & Co, Inc.


Open. Here for you. 24/7.


The IMA Private Wealth team is here for you. Our business is built on empathy and experience.