Founded in 1994, Investment Management & Consulting Group is an independent advisory firm providing comprehensive and customized Portfolio
Management for individuals and families, along with Fiduciary Consulting
services for corporate retirement plans and endowments. We are registered with the Securities and Exchange Commission under the Investment Advisors Act of 1940 and to every partnership we bring our own unique philosophy:
A comprehensive view in which financial issues are managed within the context of all other relevant aspects of a person’s family and professional life and circumstances.
A team approach that enlists clients as well as tax, legal and other advisors in designing and maintaining diversified, and individualized, investment and financial planning strategies.
An emphasis on discipline, in which analysis surmounts intuition and hearsay, fundamentals transcend fads, and tomorrow’s greater gains outweigh today’s fleeting interests.
An independent investment fiduciary’s transparent approach to retirement plan consulting advice, which always places the client and participant’s interests first.