Fee-Only Investment Management
Whether you’re investing your retirement nest egg, an inheritance or excess savings, ICM can help you determine the most suitable investment options to best meet your goals. For all of our investment portfolios we perform the following:
- Investment Selection - We don’t make “best guesses” when it comes to selecting investments for your portfolio, and we aren’t pulling mutual funds out of a hat. ICM relies on an objective and fully-disclosed due diligence process designed to meet a fiduciary standard. Each investment is judged based on 11 different criteria ranging from manager tenure to performance.
- OpportunityBased™ Rebalancing – Your financial advisor should be doing more than giving your investments an annual, cursory glance – particularly if you are taking income from your investments and in times of market volatility. We analyze our clients’ portfolios at a minimum of once a week, and research proves this type of attention can potentially result in increased returns. To learn more about OpportunityBased™ Rebalancing, click here
As fee-only investment advisors, we have a fiduciary responsibility to act in our client’s best interest. Our advice is unbiased and objective, and we do not accept any fees or compensation based on product sales. Please contact us for our fee structure.