Our Process

Our Process

No two people are the same and our advisors are skilled at understanding your needs. Our deep financial knowledge and broad life experience is of great value in developing plans to work towards achievement of your ideal future.

We are able to help you prepare for both, life’s predictable and unexpected events.

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Our Philosophy

Our Philosophy

We believe every person can benefit from a financial plan.  In our opinion it is critical to understand your risk tolerance and return objective in order to help you design an optimal portfolio strategy.  Together we will work with you to monitor and manage your investments to achieve your life goals.

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CULTIVATED FOR YOU

Your goals are critical to the most befitting investment strategies

Optimal results are achieved through selection and allocation of asset classes and investments to employ in determining appropriate risk and expected returns to most favorable meet your goals.

Organic growth underlies all that we do at International Capital Management Corporation. Together, we’ll design a roadmap that starts with the future you want and ends with your dream retirement. Our approach is designed to help your retirement weather the harshest of storms.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

Helpful Content

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

<p>Bridging the Confidence Gap</p>

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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<p>Understanding the Alternate Valuation Date</p>

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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<p>Saving for College 101</p>

Saving for College 101

Here’s a crash course on saving for college.
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Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Have a question? We're ready to help.

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