Richard William Holt active positions
| Companies | Position | Start | End |
|---|---|---|---|
IMA Wealth, Inc.
 IMA Wealth, Inc. Investment ManagersFinance IMA Wealth, Inc. is a registered investment advisor headquartered in Wichita, Kansas. The firm was founded by David Strohm and Margaret Hornbeck in 1999 as TrueNorth, Inc. They are a wholly-owned subsidiary of The IMA Financial Group, Inc. IMA Wealth provides families and businesses with wealth management and portfolio management solutions. | Director/Board Member | 2015-12-31 | - |
| Chief Investment Officer | 2015-12-31 | - | |
| Investment Committee Member | 2015-12-31 | - | |
| Portfolio Manager-Equities | 2015-12-31 | - | |
| President | 2015-12-31 | - |
Career history of Richard William Holt
Former positions of Richard William Holt
| Companies | Position | Start | End |
|---|---|---|---|
Wealth Monitors, Inc.
 Wealth Monitors, Inc. Investment Banks/BrokersFinance Wealth Monitors, Inc. is a broker dealer headquartered in Overland Park, Kansas. The firm's philosophy is based upon discovering small-cap value with a strong growth component. The staff analyzes documents filed with the SEC. They conduct interviews and visit officers, directors and competitors. They seek to identify opportunities guided by a management team and board motivated to maximize shareholder value, companies that generate a precise paper trail and a share price providing a significant margin of safety. Wealth Monitors seeks absolute value not relative value | Analyst-Equity | 2003-08-31 | 2010-08-31 |
Training of Richard William Holt
| University of Kansas | Masters Business Admin |
Statistics
International
| United States | 4 |
Operational
| Analyst-Equity | 1 |
| Masters Business Admin | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Wealth Monitors, Inc.
Wealth Monitors, Inc. Investment Banks/BrokersFinance Wealth Monitors, Inc. is a broker dealer headquartered in Overland Park, Kansas. The firm's philosophy is based upon discovering small-cap value with a strong growth component. The staff analyzes documents filed with the SEC. They conduct interviews and visit officers, directors and competitors. They seek to identify opportunities guided by a management team and board motivated to maximize shareholder value, companies that generate a precise paper trail and a share price providing a significant margin of safety. Wealth Monitors seeks absolute value not relative value | Finance |
IMA Wealth, Inc.
IMA Wealth, Inc. Investment ManagersFinance IMA Wealth, Inc. is a registered investment advisor headquartered in Wichita, Kansas. The firm was founded by David Strohm and Margaret Hornbeck in 1999 as TrueNorth, Inc. They are a wholly-owned subsidiary of The IMA Financial Group, Inc. IMA Wealth provides families and businesses with wealth management and portfolio management solutions. | Finance |
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