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Imus Wilkinson Investment Management LLC

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3561 East Sunrise, Suite 117, Tucson, AZ 85718
Phone: 520 -777-1911
Toll Free: 877-813-4985
Fax Number: 520-529-4031

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Investment Philosophy

Our Philosophy

  • We don’t pick individual securities (stocks, bonds, hard assets, etc). We believe that no individual firm or manager is an expert in all fields.
  • We build investment portfolios that are extremely diversified and hire “best in class” managers in each of those fields.
  • We have no attachment to active or passive management; only which will produce the best “risk adjusted” results, net of fees for our clients.
  • We constantly monitor our managers and mix (allocation) of assets in an effort to achieve the best results for our client given their risk tolerance (hence, multiple models).
  • We communicate with our clients regularly to assess their investment time frame, risk tolerance, cash flow needs, and legacy planning.
  • We strongly practice the fiduciary position of always putting our clients’ best interests first.

Our Beliefs

  • We believe personal relationships are the most important part of our business.
  • We believe asset allocation is the way to successfully manage portfolios.
  • We believe active management of these portfolios will provide value on the upside and protection on the downside.
  • We believe a long-term approach will allow one’s portfolio to excel.
  • We believe a fee-based arrangement will put us both on the same side of the table.

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