14090 Southwest Freeway, Suite 300 • Sugar Land, TX 77478 Call Us! (713) 521-9525Home Client Area

Are You Ready?

*August 2010 Monthly Economic Update * For the stock market investor, last month was pretty lackluster – *the DJIA suffered its first negative August since 2005, sliding 4. more

*WHAT EXACTLY IS WEALTH MANAGEMENT?* *The two words signify a far-reaching kind of financial care. more

*GOOD FINANCIAL STEPS TO TAKE WHEN YOU GET MARRIED* *If you’re going to say “I do”, here are some things you might want to do. more

"August 2010 Monthly Economic Update" on Making Cents DJIA first August loss since 2005. http://su.pr/65epRB

Tired of "Salesman" financial advisors? "Why People Want Independent Financial Advisors" Money Cents blog post http://su.pr/1F8ui1

These two words signify a far-reaching kind of financial care: wealth management http://su.pr/5QFWsa

Our Ideal Client

A relationship not solely based on money

Every client is different. To achieve a deeper, more constructive client/advisor relationship, we’re selective about who we take on as clients. We strive to create and to support a client relationship that generates a real and beneficial difference in our clients' lives.

We're Not For Everyone

We are blessed with the best clients in the world. In general, ICMC is a good fit for individuals with the following characteristics:

Dedicated to self-development; teachable and coachable
Desire to maximize potential financial success and minimize financial and investment related stress
Goal directed
Dedicated to a long-term partnership
Focused on what really matters—family, personal, and career goals and objectives
Realistic investment objectives, willing to communicate expectations clearly
Embrace our Investment Philosophy—there is no foolproof way to "beat the market"
Respects our competence and values our expertise
Appreciates our compensation model, values our business values and methods
Compatible personalities with open, honest, reciprocal communication

A coach is someone who tells you what you don’t want to hear, who has you see what you don’t want to see, so you can be who you have always known you could be.

— Tom Landry

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