Founded in 1991, Investment Design and Management, Inc. (IDM) is an independent, fee-only wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The company is committed to acting as a fiduciary, prioritizing clients' best interests in all financial matters. IDM provides comprehensive financial planning and discretionary investment management services to individuals, families, trusts, and institutions, focusing on building long-term client relationships through a personalized and disciplined approach to financial stewardship.

Founded in

United States