Linked Investments

Matter is a trusted family office with locations in St. Louis, Denver, and Dallas, providing comprehensive services to families nationwide. With a focus on serving families, Matter offers expertise and support to help clients achieve their financial goals. Generated from their website's infomation

Oaisis Investment LLC is a financial services firm based in Lone Tree, CO, specializing in investment management and financial planning services. With a focus on personalized strategies and client-centric approach, Oaisis Investment LLC aims to help individuals and businesses achieve their financial goals and secure their financial future. Generated from their business information

Investment Management Associates (IMA) is an investment firm based in Greenwood Village, CO, that specializes in low-risk value investing for long-term growth. Built on the principles of Benjamin Graham and Warren Buffett, IMA offers a unique twist to their investment approach, creating all-terrain portfolios designed to navigate through any financial terrain. With a research-based stock selection process and full transparency, IMA provides a custom-tailored portfolio and client experience, ensuring each client's personal investments are managed to maximize long-term growth while minimizing risk. With a direct line of communication to decision makers and a commitment to no conflicts of interest, IMA aims to provide a client-centric approach to investing. The firm's managers, including Vitaliy and Michael, have their own assets invested in the same stocks as their clients, emphasizing their belief in IMA's methodology. With a focus on building a strong client relationship and delivering thoughtful and timely communication, IMA strives to create a stress-free investment experience where clients can trust in the firm's expertise and dedication to their best interests.Generated from the website