Investor's Capital Management

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

Jennifer Cray, CFP^®

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

Office Location:
Menlo Park, CA

Financial Planning and Investment Management for:
Menlo Park, Palo Alto, San Mateo, Belmont, Redwood City, San Carlos, Woodside, Mountain View, Los Altos, Los Altos Hills, Sunnyvale, Santa Clara, San Jose, Cupertino, Foster City, Burlingame, Fremont, Newark, Milpitas, Santa Cruz, Campbell, Los Gatos, Saratoga, Monte Sereno, Aptos, Morgan Hill, Gilroy

Investor's Capital Management, LLC

Fee-only Financial Advisors

Financial Resources

Financial Tools

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Mission

We, 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.

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.