Welcome to Investment Management Group

Our Mission Statement
To serve God by helping others with financial and spriritual guidance.  Educating those who are receptive to use their God given talents, health and financial resources for God's purpose.  To pray daily for wisdom, knowledge and understanding in managing our clients' portfolios so they may have an abundant life full of joy.

At Investment Management Group, our mission is simple: to provide personalized investment advice that minimizes our clients' financial concerns and maximizes their security.

Every advisor at Investment Management Group understands that every client has unique needs. Our role is to help you make smart, well-informed decisions about your investments—providing you with greater financial independence, peace of mind, and security.

  • Our investment strategies enhance your success by establishing a growing portfolio that optimizes returns and lowers volatility.
  • We have access to many of the world's leading investment options. We work with you to create investment strategies dictated by your personal plan. This allows us to provide comprehensive quarterly performance reports, and high levels of advice and service at a reasonable cost.
  • Our clients are young professionals, retirees, business owners, state and federal employees, divorcees, widows, executive professionals including physicians, dentists and franchise owners.

They are financially successful, experienced, and prudent investors that find value in our services.

While each of our clients is unique, they all have one thing in common: They want unbiased investment advice from experienced professionals. Our clients look to Investment Management Group to preserve their capital and provide real growth in their portfolios after taxes and inflation. They have worked hard for their money and look to us to guide them toward financial security in retirement.
Latest Video Client Alert
Newsletters
  • Just How Risky Is Your Portfolio?
    If you're like most people, you probably evaluate your portfolio in terms of its return. However, return isn't the only factor you should consider; also important is
  • Coordinating Social Security Benefits with Other Retirement Assets
    Social Security provides retirement income you can't outlive. And, in addition to your own benefit, your spouse may be eligible to receive
  • Happy Healthday! HSAs Turn 10
    Created 10 years ago as part of the Medicare Prescription Drug and Modernization Act of 2003, health savings accounts (HSAs) have gained in popularity over the
  • What is a payable on death (POD) account?
    A bank account can be designated as payable on death to someone of your choice. The bank pays these funds to this person almost immediately at your death, and the
  • What is a joint bank account?
    A joint bank account lets you name a co-owner for your bank account. Funds in the account transfer to your co-owner automatically if you die. Your estate generally
    
PreviousNext
      



 
 
 



Registered Representative. Securities and Advisory services
offered through Veritrust® Financial,
LLC.  Broker/Dealer.  Member FINRA/SIPC.  SEC Registered Investment Advisor.
8771 Perimeter Park Ct. #103 Jacksonville, FL  32216.  Investment
Management Group and Veritrust®
Financial,LLC are unaffiliated entities. 
www.finra.org, www.sipc.org
 

IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.