Our Commitment
- We will put you and your interests first. We only succeed by helping you succeed.
- We will leverage all the resources of ICM and our strategic partners to help you pursue your goals.
- We are committed to understanding you, your values and your personal and financial goals.
- We will help you understand your investment and planning choices.
- We will help you set realistic expectations about your goals and associated risk of your investment choices.
- If you have an issue or concern, we will make it a priority to address it.
- We will be available and accessible for you.
- We will provide timely account and transactional information that accurately reflects your investment positions.
- We will disclose information related to the way we are paid by you as a client, including any fees or commissions associated with your accounts.
- We will work with integrity and honesty to build and justify your trust.
