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IMI Tree of Knowledge

I would like to take a moment to introduce myself – I am Karla Leonard-David, CEO of IMI Asset Management Company. I hold a double B.A. in Business Economics and Art History. IMI Stands for Investment Management International and was originally founded in 1995. In 2012, IMI went through a complete transformation. That transformation included implementing a complete social media presence. I have designed and write an educational blog that is posted to my personal and company Facebook and LinkedIn pages. These articles are a tool to inform and educate on financial planning topics. The biggest part of that transformation occurred when IMI became a full service asset management company. IMI has partnered with Jerry Vines, MBA, EA and the Law Office of Sharon Morff, to offer a fully engaged estate planning package, designed specifically to your goals. Most people do not have a solid financial plan. A reason for this is that most lack insight into what is going on in the financial industry. I realize that the process of creating a strategy for retirement can feel pretty intimidating which is why I am constantly searching for new materials, whether they are videos, articles or just questions and answers to share with everyone. IMI Asset Management Company is focused on the belief that our customers’ needs are first. I am committed to meeting those needs. I am a firm believer of the personal touch, which is so lost in today’s world. As a result, a high percentage of IMI’s business is from repeat client business and referrals. IMI Asset Management Company was selected in 2012 by the USCA as the recipient of the Best of Rancho Cucamonga Awards in Financial Planning. We want you to be able to assess, from these insights, your financial portfolio to ascertain that it is aligned with your ultimate goals for your retirement and passing your estate probate free down to your heirs. We strive to make sure you evade the costliness that can result from poor planning. We would welcome the opportunity to earn your trust and deliver you the best individual and personalized service in the industry in helping you obtain your goals. We invite you to come “join” our IMI Family.

Inside the Lakers: L.A. looking to trade Pau Gasol to Phoenix

Karla Leonard Karla Leonard , 2/5/2014
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IMI Asset Management, CA, Pau GlasowIn what marks a shift toward the Lakers completing their rebuilding process, the Lakers have talked with the Phoenix Suns about possibly trading Pau Gasol, according to a person familiar with the situation. The talks have been nothing but exploratory, and a source characterized it as one of many broader discussions the Lakers have taken in hopes of revamping their roster before the Feb. 20 trade deadline. But part of the deal, as first reported by, would involve the Lakers acquiring forward Emeka Okafor, who has not played this season because of a neck injury. Okafor has averaged 12.3 points and 9.9 rebounds, but might not play this season. The deal would also dent the Lakers’ front court options, which includes an offensively limited Jordan Hill, an inexperienced Ryan Kelly and Robert Sacre and a seldom-used Chris Kaman. Still, a possible trade with Phoenix remains attractive for various reasons. Gasol’s $19.3 million contract bodes higher than the $14.5 million Okafor is making in the final year of his deal, allowing the Lakers to save both $4.8 million in salary and drop closer below the luxury tax threshold. The Suns also can offer first round draft picks to the Lakers in what is considered a talented class. The Lakers had negotiated last month with the Cleveland Cavaliers on a deal involving Gasol for Andrew Bynum, whose partially but they held firm they would only do so if they received valued young players and draft picks. The Lakers had no interest in making the deal solely to waive Bynum, a move coupled with Gasol’s departure that would’ve secured $20 million in luxury taxes and ensured the team falls below the luxury tax threshold. Read the entire article here.