Why Us

ICMC is a different kind of wealth management firm focused on the exclusive needs of high net-worth investors.

For over 40 years, we have helped our clients identify their financial priorities, develop an optimized plan to attain their objectives, and then manage the process through the ongoing ups and downs in the economy, political and investment markets.

The difference between ICMC and other financial advisors is our familiarity with, knowledge of, and access to a variety of investment options, strategies and opportunities that are typically only available to the ultra-wealthy.

We:

  • Are fee-only financial advisors, so we have no hidden agendas. Our clients always come first.
  • Have been experts in alternative investments from day one. Our expertise gives clients a wider range of investment opportunities.
  • Have a strong combination of highly experienced advisors and young talent who are all committed to your financial success.
  • Use our proprietary Market Adaptive Portfolio Strategy (MAPS) software to indicate when the probability of a major market shift is imminent.
  • Have deep category knowledge and understand the unique needs of business owners, executives, physicians, lawyers, widows and widowers.

ICMC isn’t the right choice for every investor. But if you’re looking for a partner to help you grow, manage and protect your wealth through a personalized approach, ICMC is right for you.

If would like to learn more, please schedule a free consultation here.

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