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IIM is an investment boutique advising businesses, families, and individuals on their diverse financial needs. We welcome the most complex situations, helping our clients accumulate, preserve, and distribute capital to achieve their goals.

For families and individuals

We go beyond just managing your money - we optimize your complete financial life to meet your unique goals. By combining our specialized services with trusted global financial partners we help manage the many facets of your wealth and legacy.

For the self-employed

We are your C-Suite, advising on proper business structure, tax and retirement strategies, and private wealth management. We seek to have the business and your personal goals fully integrated and running as efficiently as possible.

For companies and employees

We provide premier employee benefits by combining best-in-class technology with our specialized investment expertise. Our offering is comprised of two critical components: a modern Company 401(k) Plan and a holistic Employee Financial Wellness Program. 

Parallel Lines

We are risk-based managers of capital, aligning custom allocations with our client's unique goals. We utilize our experience and expertise across both public and private markets worldwide.

We aim to create a thoughtful firm that utilizes institutional quality planning and investment concepts for families, individuals , self-employed, and companies.

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