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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.

Memorial Day Trivia

Karla Leonard Karla Leonard , 5/21/2014
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IMI Asset Management, CA, Memorial DayMost people know it as the beginning of summer, or a day for beach outings and barbecues. But, the origin of Memorial Day is far more meaningful. A few things you may not know about this patriotic celebration of our nation's service-people: - The first Memorial Day was celebrated in 1866 in Waterloo, New York. Residents of the town decorated the graves of fallen soldiers. By 1890, the holiday was observed in all Northern states. Southern states maintained a separate memorial day until after World War I. - Several southern states still maintain a separate day for remembering Confederate soldiers. In Texas, it's January 19; Alabama, Florida, Georgia, and Mississippi observe April 26; South Carolina, May 10; Louisiana and Tennessee observe a remembrance day on June 3rd, which was Jefferson Davis's birthday. - Red poppies became associated with Memorial Day because of a poem written by Moina Michael. She sold poppies to her friends and donated the proceeds to disabled war veterans. The practice spread throughout the world, with people in France, England and Belgium using the poppies as fundraisers for veterans and war orphans. - Can't remember when Memorial Day is? It's easy to check. Memorial Day always falls on the last Monday in May. This day was made an official holiday by Congress effective in 1971. - Ever wonder how Memorial Day became a party day instead of one for solemn observation? It may have been an unintended side effect of the Congress vote above. The day was made a federal holiday so that federal workers could have a three-day weekend in May. The day also, for many, marks the unofficial start of summer. - Among those who observe Memorial Day as a day of remembrance, popular activities include visiting military cemeteries and watching parades. Washington D.C., Chicago and New York have the largest parades in the country. This year, consider a balanced approach for Memorial Day. Take time to honor those who fought for freedom; but, also take time to gather with family, eat outdoors and enjoy the freedoms that they fought for. Content provided by:  Transformer Marketing. Sources:,