|
Thank
you for taking the time to learn a little more about us. Here are some of the
reasons why ICM has been ranked the Number 2 fastest growing firm in its class
by Financial Advisor Magazine (July 2006):
¨
Our investment strategies have model
portfolio track
records that we are happy to share with you
when you visit. We offer Dimensional Fund Advisor (DFA) based portfolios
supplemented with individual stocks and bonds where warranted.
¨
We
are a small firm (3 partners) and we provide great personal service.
There are no expensive granite columns or mahogany desks to pay for. Our offices
are informal, warm and inviting, and located in a beautiful, park-like
setting.
¨
Because
our overhead is low, we charge less for investment management than many other financial
planning firms.
¨
As independent financial
planners, we have a fiduciary responsibility to our clients to always put
their best interests first. This may seem obvious to you, but in fact it is all
too rare in the financial services area. We provide a
signed fiduciary oath to each client.
¨
We
offer full-service financial planning on an ongoing, retainer basis.
¨
Unlike
most other financial planners, we never work
on commission.
¨
We offer professionally
designed & monitored investments for individuals
who prefer to manage some or all of their portfolios on their own. Of course you
can also delegate the investing and management job to us.
INVESTOR’S
CAPITAL MANAGEMENT, LLC IS EXPERIENCED
The
members of our investment team have over four decades of successful investment
experience, first in income real estate, then in the stock and bond markets. We
are Certified Financial Planner practitioners. The requirements for becoming a
CFP® are arduous, including broad course work and a ten-hour comprehensive
certification examination. Only a little more than one-half of those taking the
exam pass each time it is given. There are many people who call themselves
financial advisors, but less than 20% of all financial planners are Certified
Financial Planner practitioners and far fewer are fee-only.
If
you would like to learn more about each of us individually, please do so at your
leisure.
Rich Chambers, CFP®
Julie Schatz, CFP®
Jennifer Cray, CFP®
 Media
Citations and Presentations:
-
Forbes, New York
Times, Wall Street
Journal, Money Magazine, San Jose Mercury News, San Francisco Chronicle, Seattle Times, National Public Radio, The Christian Science Monitor, YourMoney,
Financial Advisor, and many others. See
the complete list.
CFP, CERTIFIED FINANCIAL PLANNER and CFP with
flame logo are marks owned by the Certified Financial Planner Board of
Standards, Inc. These marks are awarded to individuals who successfully complete
the CFP Board's initial and ongoing certification requirements.
|
