The ICC Client Relationship

The Investment Counsel Company is an independent Nevada-based investment management consulting firm specializing in providing investment counsel to high net worth families and fiduciaries who require prudent management of financial assets.

Our approach to assisting each client focuses on a procedurally prudent process to address and implement each step in his or her investment plan.  Investment policy development, strategic investment planning, money manager due–diligence search, and ongoing account supervision are structured to provide information and education in order to facilitate informed client decisions and effective results.

The Investment Counsel Company is Nevada’s first and only local firm concentrating solely in investment management consulting.  We are uniquely positioned to provide clients with local expertise and client servicing.  Each client receives objective advice, without conflict of interest, and a consultant who can sit on the client’s side of the table, representing their interests.

 

Objective

To provide clients prudent direction in the management of financial assets, ranging from $3,000,000 to $100 million, with local access to the institutional investment process, resources, state-of-the-art technology, and support traditionally available to large plan sponsors over $100 million.

 

Corporate and Professional Qualifications

• Nevada’s first Investment Management Consulting Firm
• Registered Investment Advisor with the Securities and Exchange Commission
• Nevada’s first Certified Investment Management Analyst, Wharton School of Business, University of Pennsylvania
• 20 years average investment consulting experience
• Recognized by Money Magazine as one of the nation’s best investment consultants

Clientele

• Wealthy Families: High Net-Worth Individuals and Families
• Retirement Plans: Defined Contribution and Defined Benefit Plans
• Eleemosynary: Foundations and Endowments