Wilson Investment Management
Wilson Investment Management (“WIM”) was established in 2008 to manage the investment portfolios of the Kemmons Wilson family. We employ a team of five investment professionals that are dedicated to all aspects of portfolio management, including: asset allocation, investment manager sourcing and analysis, operational diligence and performance reporting.
Our objective is to prudently grow assets without taking undue market risk. We do this by maintaining a balanced allocation, investing across various asset classes including but not limited to: traditional long only equity and fixed income, long/short equity and fixed income, global macro and private investments. We utilize separate accounts and commingled investment vehicles in the deployment of our portfolios, depending on the size of the allocation and the asset class.
WIM does not utilize the services of an outside investment consultant. All due diligence (investment and operational) is conducted by our internal investment team. We rely extensively on our network of family offices, institutional investors, investment managers and other industry professionals to source investment ideas and manager candidates.
Imagineer Technology Services
Imagineer Technology Group provides flexible and scalable solutions allowing asset managers and allocators to minimize their time spent on technology, compliance and information infrastructure. We offer a centralized platform for all fund research making it easy to efficiently compile and share research information and communications across your entire team. Our software solutions include Client Relationship Management, Client Web Reporting and Fund Research and Portfolio Management. All of our software offerings work seamlessly with third-party and proprietary applications.