The fiduciary relationship is the highest grade of client care attainable in the financial services industry. Fiduciary advisors are the only investment professionals who are legally and ethically bound to eliminate conflicts of interests.
Unlike many other firms, The Investment Counsel Company proudly adheres to the fiduciary standard. As a result, you can count on us to act in your best interest at all times.
Since our inception in 1987, we’ve upheld our commitment to putting your needs first. In addition to holding CFP and CFA credentials, our advisors are Accredited Investment Fiduciary Analysts.* We provide unbiased advice and complete fee transparency. We never try to sell you our own investment products or generate hidden commissions. Our consulting fees are structured to align your interests with ours. When you do well, we do well.
ICC advisors adhere to this fiduciary code of conduct
- We eliminate all conflicts of interest
- We make investment decisions based upon written investment policies
- We diversify your portfolio to reflect your specific risk and return objectives
- We continuously monitor all investments, expenses and service providers