Investment Management Corporation is an investment service in Mt Pleasant, SC, located at 3003 Dunes W Blvd. Since 1986, the firm has provided fee-only investment counsel to individuals and business owners in the region and throughout the United States. Operating as an SEC registered investment adviser, the firm functions as a fiduciary, keeping client interests above its own and avoiding commissions to eliminate potential conflicts of interest. The firm focuses on wealth preservation and accumulation, developing plans to meet specific risk and growth goals.
The firm utilizes institutional investments not available to retail investors, along with no-load mutual funds and exchange-traded funds, to lower costs and increase returns. Investment counsel actively manages assets while communicating regularly and adjusting to market conditions. The firm values human interaction and relationships over efficiencies, ensuring clients communicate with real people rather than machines. To provide transparency, the firm records quarterly and annual returns for each model portfolio strategy since inception, allowing clients to review performance history during both positive and negative market periods.
Key team members include President Greg Tinaglia, Executive Vice President Kevin Warman, Senior Wealth Advisor Denise Heimel, Client Services Manager Carol Chaudet, and Operations Manager James Garner. The firm maintains separate contact information for its Roanoke, VA and Mt Pleasant, SC locations, with the SC office reachable at 800.576.4900.
Investment Management Corporation brings decades of fee-only fiduciary expertise to the Mt Pleasant community, offering personalized wealth management rooted in transparency and long-term relationships.
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