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, Santa Cruz, Campbell, Los
Gatos, Saratoga, Monte Sereno, Aptos, Morgan Hill, Gilroy,
Fremont, Newark, Milpitas, Livermore, Pleasanton
Investor's Capital Management, LLC
Fee-Only Investments,
Financial Planning,
and Advice for Everyday Life
Welcome to Investor's Capital
Management, LLC.
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 that you have planned prudently for your future. Your loved ones
are
protected.
Special
Announcements:
ICM
is ranked by "Wealth Manager" Magazine as one of the nation's
"Top Dog Wealth Managers" (July/August 2007).
ICM
is ranked by "Financial Advisor" magazine as the nation's 22nd
fastest growing investment management firm in the $100,000,000 to $300,000,000
range (July 2007).
Recent
Quotes: Rich is quoted in Wealth Manager February 2008
Rich is quoted in the NAPFA Advisor November 2007
Jennifer is featured by the Associated Press 9-17-07 Complete List of Media
Citations
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
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We
are members of the following national organizations devoted to professional
financial planning.