5999 Summerside Drive
To potentially reach a higher return in today’s market, savvy investors should think outside of the typical investment solutions box and mix both alternative investments with traditional investments (stocks and bonds). That’s exactly what we do at ICMC by combining our 40 years of wealth management tools with proprietary tools such as our Market Adaptive Portfolio Strategy, or MAPS.
Traditional investment solutions usually include:
Alternative Investments include, but are not limited to:
Alternative investments are attractive because they offer the potential for higher returns and they have lower correlations to traditional investments. That means, if successfully implemented, alternative investments can not only potentially boost returns, but they further diversify your portfolio and protect it from market volatility (i.e. when stocks and bonds are down, alternatives may be up).
These investments have traditionally been available only to the ultra-rich, but they are now becoming increasingly accessible to more high-net-worth investors.
You work hard for your money, and your investment solutions should work hard for you in return. But the investing world has become more complex in recent years, and it’s difficult to get significant yield from investments.
A generation ago, many investors experienced upwards of 8% in annual gains on their investments. Today, you could cut that number in half, on average. So without the right investment strategy and investment solutions, your wealth building may fall short of your expectations.
How do you know if your strategy is on track? Start with some questions:
If you answered “no” or “I’m not sure” to any of these questions, then it’s time to re-evaluate your investment strategy.
At ICMC, we understand that today’s investing world can be overwhelming and confusing, and we’re here to help you sort things out and set you on the path towards financial security and freedom. And that begins with goal-setting, which considers:
Once your goals are set, we’ll help you find the right investments and will customize a portfolio to meet your goals. And our fee-based approach means we don’t receive commissions on any investments, so all of our recommendations remain objective.
At ICMC, we’re not automated machines and calculators. We’re a team of real people ready to help you—wealth management advisors and experts that will get to know you personally and help you craft a successful investment strategy.
And once your portfolio is established, we’ll combine our 40 years of experience with our proprietary investment technology and methodologies to help monitor your investments and make needed adjustments along the way.
In other words, we’ve got your back. Because your success is our success.
Is your investment strategy working for you? Reach out to us today, and we’ll give you a free assessment.