Disclosures:

IMA Advisory Services, Inc. (IMAAS) is a federally registered investment adviser under the Investment Advisers Act of 1940 (CRD#112091).  Additional information about IMAAS is available on the SEC’s website at www.adviserinfo.sec.gov.

Electronic communications conducted within or through IMAAS’ systems are subject to monitoring, review, retention, and external production.  IMAAS does not guarantee any communications transmitted electronically (sent or received) are or will be secure, accurate or complete; the information is susceptible to interception, tampering, corruption, loss, destruction, or delay, or could contain viruses. It is the responsibility of the recipient to ensure that all messages are virus-free. Because electronic communications are not a reliable means of communicating with IMAAS, IMAAS does not accept any responsibility for the contents of any electronic communication or for any delays, inaccuracies or omissions in the receipt of any instructions or in the transmission of orders or other information to IMAAS and disclaims all liability to the fullest extent permitted by applicable law for any loss or damage arising from any reliance on or use of any message in any way. Opinions expressed in the message are not necessarily those of IMAAS and/or its employees or agents.

IMA Advisory Services conducts business under the following names:

IMA Private Wealth:

• Link to website

• Form ADV

• Form CRS

IMA Retirement:

• Link to website

• Form ADV

Syntrinsic:

• Link to website

• Form ADV

• Form CRS

TRG Investment Advisors:

• Link to IMA Private Wealth Website

• Form ADV 2A TRGIA

• Form ADV Wrap Brochure

• Form CRS

TRG Retirement Plan Consultants:

• Link to IMA Retirement website

• Form ADV TRG RPC

Registration as an investment adviser does not imply a certain level of skill or training. IMAAS is also a registered insurance agency. Any messages sent by IMAAS or its personnel is for informational purposes only; it is not intended as an offer or solicitation for the purchase or sale of any financial instrument or as an official confirmation of any securities transaction. IMAAS is in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which IMAAS maintains clients. IMAAS may only transact business in those states in which it is noticed filed or qualifies for an exemption or exclusion from notice filing requirements. 

California License: IMA Advisory Services, Inc., dba IMA Wealth & Insurance Services #OG17811

 ABOUT TRGIA

TRGIA began as an independent registered investment adviser in August 2021.  In 2025, TRGIA was acquired by IMA Financial Group, Inc. (“IMA”).  In October 2026, TRGIA and its affiliate, IMA Advisory Services, Inc. (“IMAAS”) merged into a single company, with IMA Advisory Services as the surviving entity. TRG Investment Advisors will continue to operate as a business of IMAAS, doing business under the brand name, TRG Investment Advisors (“TRGIA”).