Rich Chambers, CFP®

Investor's Capital
Management
650-323-4706
richc@feesonly.com

Office Location:
Menlo Park, CA

  Investor's Capital Management

Can a Professional Help You Invest More Successfully?

 

The real question is can a professional help you invest and more than pay for the fee involved? If so, then the professional's cost is less than zero - you are making money by using a professional to assist you.

Of course I believe that a professional does provide more value than the cost. I would not have changed careers to financial planning and investment management if I did not understand why that is true. But rather than taking my word for it, please review the following articles. I have highlighted the phrases within the articles that make the point or have added highlighted comments at the end of the article.

Dalbar Study

Fundholder's Lament: All Bear, No Bull

Schwab Interview - David Pottruck

Nobel Winner Unearths 5 Common Investing Mistakes

Be a Smart Sector Fund Investor


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Our Mission

Our mission is simple, 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 the public'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.

 

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richc@feesonly.com

Regulatory Disclosure

Investor's Capital Management, LLC (ICM) may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, or have filed notice, or are otherwise excluded or exempted from registration requirements. Any communication with prospective clients residing in states or international jurisdictions where ICM not registered or licensed shall be limited so as not to trigger registration or licensing requirements. We do not render or offer to render personalized investment advice or financial planning advice through this medium. This medium is limited to providing you with general information on our services and provides a way for you to contact us.

Other Disclosures:

The information in this web site is based on data gathered from sources which ICM believes to be reliable. It is not guaranteed as to accuracy, does not purport to be complete and is not intended as the primary basis for investment decisions. Additionally, it should not be construed as advice meeting the particular investment needs of any investor. All references made to investment or portfolio performance are based on historical data; one should not assume that this performance will continue in the future.

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