Investment Portfolio Management in Las Vegas
The goal of our investment management services is to help you achieve your short-term and long-term financial objectives, while also making investments that align with your personal values. Our experienced financial consultants have the knowledge needed to help craft an investment strategy designed to grow your wealth effectively, commensurate with the level of risk you are comfortable.
Investment management is often a piece of a larger wealth management strategy, but we also work with clients to manage their investment portfolios. We take a collaborative approach to the work we do, putting together individualized plans for every client we work with—we do not sell investment products, nor receive commissions or share revenue. So, you will always know that your consultant’s sole motivation is serving your best interests.
At ICC, our investment management services can include:*
- Closely working together with you to fully understand your financial and life goals.
- Building a formal Investment Policy Statement (IPS) that reflects your cash flow requirements, desired rate of return, and your tolerance for risk.
- Selecting investments that are in your best interest and are consistent with your IPS.
- Monitoring your investments and managing your portfolio to ensure that each of your investments continues to remain aligned with your IPS.
- Offering regular meetings and concise, meaningful reporting to keep you updated on the status of your investment portfolio.
ICC as been providing investment management services for clients since 1987. We were among the first independent investment management firm in southern Nevada to implement the fiduciary standard seeking to eliminate and disclose conflicts of interest to help our team focus on all that is important to you.
*Please Note: Limitations: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by ICC) will be profitable, equal any historical performance level(s), or prove successful.
Investment management helps you meet your financial goals, whatever those might be. Our investment advisors optimize your portfolio and help you make decisions that are congruent with your values and long-term plans.
Yes, we ask that our clients have a minimum of $1,000,000 in investable assets.
We offer fee transparency, but because we provide customized services, our fees vary and once we’ve spoken with you, we can let you know what to expect. Our services are fee-based, which means you can trust that you’re getting unbiased advice—we have no financial incentive to steer you towards certain investments.
Yes, ICC is an independent financial advisor. In fact, we ranked as one of Barron’s Top 100 Independent Advisors* in the nation.”
The fiduciary standard is at the core of our investment management services. As fiduciary advisors, we are legally and ethically bound to eliminate or disclose all conflicts of interest. This means our goals are aligned with yours; when you do well, we do well.