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
Unbiased Guidance to Financial Success
Welcome to Investor's
Capital Management, LLC.
2009
- Celebrating 10 YEARS of building financial success for our clients
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), offering wealth management to the Bay Area since 1999, can give you the peace of
mind that comes with knowing you have planned prudently for your future and your
loved ones are protected.
Already Have an Advisor?
How We Can Help...
A Cup
of Coffee and a Second Opinion
When the markets turn as volatile and confusing as
they have over the past year, even the most patient investors may come
to question the wisdom of the investment plan they’ve been following.
At Investor’s Capital Management, LLC, we’ve seen a
lot of difficult markets come and go. And we can certainly empathize
with people who find the current environment troublesome and disturbing.
We’d like to help, if we can, and to that end, here’s what we offer:
A cup of
coffee, and a second opinion.
By appointment, you are welcome to come in and sit
with us for a while. We’ll ask you to outline your financial goals--what
your investment portfolio is intended to do for you. Then we’ll review
the portfolio for and with you.
If we think your investments continue to be
well-suited to your long-term goals-in spite of the current market
turmoil--we’ll gladly tell you so and send you on your way. If, on the
other hand, we think some of your investments no longer fit with your
goals, we’ll explain why, in plain English. And, if you like, we’ll
recommend some alternatives.
Either way, the coffee is on us.
To be in touch, click “Who We Are” in the menu bar on the left and then
click “Contact Us” or just call 866-966-9291.
Mission
We are committed to
providing timely, unbiased advice. 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 appointment with a Certified
Financial Planner practioner. 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.
