Investor's Capital Management, LLC

Fee-Only Investments, Financial Planning, and
Unbiased Guidance to Financial Success

Welcome to Investor's Capital Management, LLC. 

            2009 - Celebrating 10 YEARS of building financial success for our clients           

When your life savings are at stake, you need advice you can trust. You need a financial planner who is objective; someone who is paid only by you and is not told to sell you one product rather than another. You need a relationship with a firm that promises to put your interests first (see our Fiduciary Oath), a firm with proven experience and the right professional credentials.

Investor's Capital Management, LLC (ICM), providing planning to the Bay Area since 1999, can give you the peace of mind that comes with knowing you have planned prudently for your future and your loved ones are protected.

It's been an exceptionally rough ride for investors in the last 18 months. We've been in regular contact with our clients with selected communications designed to bolster their confidence and help them stick with their financial plan. If your current advisor is not providing adequate support during this difficult time and you would consider a change, please investigate ICM. We enjoy working closely with our clients, and they know we are here for them in good times and bad.

Take a look at just a few of our recent client communications:

• Clarion Call

• What Should Investors Do Now?

• Long-Term Investing Trumps Market Timing

• The Pendulum Never Stops

• Index Funds Win Again

• The Cycle of Market Emotions

• Bear Markets Since 1929

• Value and Small Stock Performance Around Bear Markets

• Bull and Bear Market History

• Rebalancing

• Schwab Asset Protection

• Stock Returns - Presidents and Parties

• Successful Investing

• Smart Actions to Consider in a Bear Market

• Are we having fun yet?

Our latest MoneyMinute (July 2009): "VIP" Stocks go M-I-A
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Mission

We are committed to providing timely, unbiased advice to people from all walks of life. Through advantages of professional, Fee-Only planning, we seek to empower our clients to make the best financial choices possible. As a staunch consumer advocate and Fee-Only client fiduciary, ICM continues to demonstrate its dedication to serving our client's best interests. Whether you are just setting out on your financial journey or seeking to protect and enjoy the wealth you've accumulated, we can help you along the way.

   Request an initial consultation with a Certified Financial 
Planner and NAPFA-Registered Financial Advisor

    Subscribe to MoneyMinute, our complimentary  monthly email full of timely 
tips and techniques on investing and financial planning topics  
 

It takes less than five minutes to read about Who We Are and our Services. Let’s see what matches your needs.

We are members of the following national organizations devoted to professional financial planning.

Please read our Disclosures...

© Copyright Investor's Capital Management, LLC 2000-2009. All Rights Reserved. Best printed in Landscape mode.