The fiduciary relationship is the highest standard of client care attainable in the financial services industry. Fiduciary advisors are investment professionals who are legally and ethically bound to eliminate or disclose conflicts of interests.
Unlike many other financial advisors, The Investment Counsel Company proudly adheres to the fiduciary standard. As a result, you can count on us to always act in your best interest.
Since our inception in 1987, we have upheld our commitment to putting your needs and goals first. Our team continually advances their industry knowledge to better serve our clients. ICC’s investment advisors hold various specialized designations such as CFP® (Certified Financial Planner®), CFA® (Chartered Financial Analyst®), CPA (Certified Public Accountant), AIFA® (Accredited Investment Fiduciary Analysts®) and CIMA® (Certified Investment Management Analyst®).*
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 or disclose all conflicts of interest
- We make investment decisions based upon your written investment policy statement
- We diversify your portfolio to reflect your specific risk and return objectives
- We continuously monitor all investments, expenses and service providers