Updated November 20, 2023
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The Investment Counsel Company

Investment Advisor Firm
Total assets under management$1.2B
Years in business37+

About The Investment Counsel Company

The Investment Counsel Company (ICC) is an independent investment consulting firm based in Las Vegas, Nevada. Founded in 1987 by Randy Garcia, ICC serves as an investor advocate for its clients, providing independent and unbiased investment guidance tailored to their unique needs and circumstances.

One of ICC's key strengths is its independence, which allows it to sit on the same side of the table as its clients and recommend investment solutions without any conflicts of interest. The firm has built long-term relationships with affluent families, business owners, retirement plan sponsors, foundations, and endowments by staying focused on their goals and delivering personalized service.

ICC has received recognition as one of the top investment advisory firms in the nation. It has been ranked as Nevada's #1 investment advisor in Barron's annual "Top 1,200 Investment Advisors" list multiple times since 2010. In Medical Economics, ICC has also been listed as one of the "150 Best Financial Advisors for Doctors," the only firm in Nevada.

The firm combines investment consulting with business acumen, professional networking, and career guidance to provide innovative advisory services. ICC takes a comprehensive approach to wealth management that goes beyond standard investment guidance. Its team of highly educated and experienced professionals specializes in assisting clients with $1 million or more in investible assets by developing customized portfolios. They can coordinate with estate planning attorneys, tax specialists, lenders, and other strategic professionals to create sophisticated solutions when needed.

In the initial meeting with clients, ICC focuses on understanding their financial situation and lifestyle. The firm helps clients define their investment goals more clearly by gaining insights into their preferences and expectations. Through a proprietary process developed over years of experience, ICC aims to provide confidence and clarity in spending and saving decisions while aligning recommendations with clients' life goals.

A crucial part of ICC's approach is the creation of a formal Investment Policy Statement (IPS) for each client. This living document reflects cash flow requirements, the desired rate of return, how risk will be measured, and the preferred frequency of communication. The IPS monitors investment strategies for long-term development and viability, with adjustments made as appropriate.

Overall, ICC stands out as a leading wealth management firm in Nevada, known for its integrity, innovation, and vision. With a commitment to long-term relationships and generating sustainable results, ICC continues to provide creative solutions to today's financial challenges.

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Monthly Fee
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Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Consulting
  2. Business Acumen
  3. Wealth Management
  4. Investment Guidance
  5. Financial Planning
  6. Retirement Planning

More about The Investment Counsel Company

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
196087

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Pricing options

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Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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