To bring a professional level of detailed and organized marketing support to Investment Management and Third Party Marketing firms in order to build a strong foundation for a successful marketing effort.

“We prioritize what is critical to a firm’s success”

Full Service Support

IMSS provides investment management and third party marketing firms with a professional marketing support solution.  Our focus is centered around the 4 key components of your firm; Data Management, Marketing Support, Client Service, and Operations.  Please visit our “What We Do” page for detailed information about our service offerings.



IMSS can provide any combination of support needed for short-term, long-term, project based, and start-ups.


IMSS offers retainer, hourly, and/or project based fee structures to fit your firm’s need and budget.

Immediate Impact

With 23+ years of experience working with 15 investment management firms, IMSS is able to quickly assess a manager’s environment, determine areas of need, and implement changes immediately.

Next Steps…

Please go to our Contact Us page to reach us for more information.

Contact Us