Fee-only capital
asset managers for
the Palo Alto area. Managing personal portfolio growth
for over 10 years!

Rich Chambers, CFP^® Julie Schatz, CFP^® Jennifer Cray, CFP^®

Investor's Capital
Management, LLC
866-966-9291

Portfolio
Management for:

Menlo Park, Palo Alto, San Jose, Los Altos, Los Altos Hills, Mountain View, Atherton, San Mateo, Belmont, Redwood City, San Carlos, Woodside, Sunnyvale, Santa Clara, Fremont,
San Francisco, Cupertino, Foster City, Newark, Santa Cruz, Campbell, Los Gatos, Saratoga, Aptos, Monte Sereno, Morgan Hill, Gilroy

Investor's Capital Management, LLC

Asset Management Services

Asset allocation designed for your specific financial circumstances:

ICM asset managers will help you design an asset allocation that matches your financial goals, investment horizon, and volatility preference. Together we draft an Investment Policy Statement specifying the asset allocation. Selected no-load mutual funds and sometimes individual stock managers implement the asset allocation we have chosen. We primarily use mutual funds from Dimensional Investment Advisors (DFA) for implementing the equities (stock) allocation. For clients with significant assets, we may include some individual stock managers for tax efficiency. (More questions about our investment philosophy? See our FAQ page.)

Investment supervision:

Our asset managers monitor and rebalance your managed accounts regularly according to the Investment Policy Statement approved by you. Regular rebalancing is important for maximizing returns and obtaining the volatility goal that we establish.

ICM is a Fee-Only organization. ICM receives no compensation of any sort other than that paid directly by clients. A detailed schedule of fees is available here.

ICM also offers Financial Planning Services.