Services We Offer
Managing your investments is at the core of what we do and it is, quite possibly, the most important service we can offer considering your portfolio influences all aspects of your financial life. We work to gain a deep understanding of our client’s circumstances. It is this relationship that provides the foundation for the services we offer.
Investment Management
We build and actively manage portfolios of individual stocks and bonds, tailored to your objectives, time horizon, and risk tolerance. We manage assets on a discretionary or non-discretionary basis and review each portfolio on an ongoing basis to keep it suitable for your needs. We can also provide advice on assets held elsewhere, such as variable annuities and employer-sponsored retirement plans.
Investment Consultation
On request, we offer limited consultation on specific investment and non-investment-related matters that fall outside standard portfolio management. These engagements are scoped individually and billed at a fixed or hourly rate.
Educational Seminars & Workshops
We host approachable, educational events on investing and market topics for our clients and the Savannah community.
Let's Connect
Discover how AIMA’s investment advisory services can support your long-term goals. Let’s start a conversation about your strategy today.