Investment Management Corp. /va/ /adv
Investment Management Corporation is a SEC-registered investment adviser headquartered in Roanoke, Virginia. Founded in 1983, the firm offers discretionary investment advisory and portfolio management services to individuals, families, trusts, charitable organizations, and institutions. The team of fewer than 10 employees provides tailored investment solutions and operates primarily within the United States, focusing on long-term client relationships and fiduciary management responsibilities.
Investment Strategy
Investment Management Corporation utilizes a disciplined, long-term investment approach based on fundamental research and asset allocation principles. The firm manages diversified portfolios across a wide range of asset classes including equities, fixed income, and cash equivalents, adjusting client holdings based on risk profile, investment goals, and market outlook. Portfolios are customized to individual client needs while maintaining an emphasis on risk management, style consistency, and tax awareness.
Top Holdings
Equity Positions (173)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LOW | LOWES COS INC | 19.51% | $21.5M | 96,912 | $246.75 | $221.87 | -$1.1M |
P PPA | INVESCO EXCHANGE TRADED FD T | 11.39% | $12.6M | 88,576 | $114.73 | $141.69 | +$2.2M |
N NOCT | INNOVATOR ETFS TRUST | 9.21% | $10.1M | 186,194 | $51.34 | $54.50 | +$814.3K |
K KIE | SPDR SERIES TRUST | 8.63% | $9.5M | 159,161 | $56.52 | $59.74 | -$182.1K |
I IVV | ISHARES TR | 8.26% | $9.1M | 14,667 | $588.68 | $620.90 | +$817.1K |