Before we do anything, we want to understand who you are and what your goals are. To do that, we will meet with you several times so we can build a comprehensive picture of where you are now and where you want to get to.
A Plan Tailored for You
After our meetings, we will prepare a formal Investment Policy Statement (IPS) — a document that is individually tailored to you that captures and defines your goals, objectives and risk tolerances. Think of it as a custom roadmap to your financial future.
Exchange Traded Funds
We specialize in Exchange-Traded Funds (ETFs). ETFs are investment funds that trade on stock exchanges but are usually more liquid and have lower fees than mutual funds.
ETFs are one of the most important and valuable innovations for individual investors in recent years. They enable investors of any size to access virtually every corner of the market and build an institutional-caliber portfolio at low cost.
With over 2,500 North American listed ETFs, staying on top of which are the best managed, lowest cost, and most tax efficient has never been more challenging. At ICM, we do the work for you — our veteran research team constantly monitors and analyzes the ETF universe, ensuring you have access to those best suited to meet your investment needs.