Investor's Capital Management, LLC -- Fee-Only Investment Management and Financial Planning for the Bay Area especially Menlo Park, Palo Alto, Los Altos, Mountain View, Redwood City, San Mateo, Sunnyvale, Los Altos Hills, Cupertino, Saratoga, Burlingame

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

Jennifer Cray, CFP^®

Investor's Capital
Management, LLC
650-323-4706

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, 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

Our latest Articles (posted January 2008):

o It's Time to Start Thinking About the Estate Tax Again

o Getting Today's Best Returns from a Home Renovation

o Pay Close Attention to So-Called "Default" Investments

o Do Income Replacement Funds Make More Sense Than Annuities?

Our latest MoneyMinute (January 2008): The Long Term Perspective & It's Time to Update Your Net Worth Statement
Request a complimentary email subscription to MoneyMinute
View the MoneyMinute Archive

Mission

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

    Subscribe to MoneyMinute, our complimentary monthly email full of timely
tips and techniques on investing and financial planning topics

It takes less than five minutes to read about Who We Are and our Services. Let’s see what matches your needs.

We are members of the following national organizations devoted to professional financial planning.

Please read our Disclosures...