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How does the advisor help clients – Key Takeaways:
INVESTMENT GROWTH MANAGEMENT, INC. is a trusted financial advisory firm specializing in helping clients achieve their financial goals through long-term investment growth management. With a focus on providing personalized and strategic financial solutions tailored to each client’s unique needs, INVESTMENT GROWTH MANAGEMENT, INC. is committed to delivering exceptional service and maximizing investment returns.
Facts and Insights
Founded in 2005, INVESTMENT GROWTH MANAGEMENT, INC. has over 15 years of experience in the financial services industry. During this time, the firm has grown to manage a significant amount of assets and has continuously expanded its team of expert advisors. The firm prides itself on its knowledgeable and experienced advisors, as well as its commitment to staying up-to-date with the ever-changing financial landscape.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 10 | 15+ years |
Financial Services Offered
INVESTMENT GROWTH MANAGEMENT, INC. offers a wide range of financial services to help clients build and manage their wealth. These services include investment management, retirement planning, estate planning, risk management, and tax planning. Each service is carefully tailored to meet the unique needs and goals of each client, ensuring the best possible outcomes.
Client Types
The firm caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. INVESTMENT GROWTH MANAGEMENT, INC. understands that each client has different financial goals and needs, and strives to provide personalized solutions that align with their individual objectives and risk tolerance.
Fees & Compensation
As a fee-only advisor, INVESTMENT GROWTH MANAGEMENT, INC. is only compensated through a percentage of assets under management. This ensures that the firm’s interests are aligned with its clients’ and that all decisions are made in their best interests. The firm is transparent about its fees and does not receive any commissions or kickbacks from recommending certain investments.
Background
The team at INVESTMENT GROWTH MANAGEMENT, INC. is made up of highly qualified and experienced advisors with various backgrounds in finance, accounting, and economics. The firm requires its advisors to hold relevant licenses and designations, as well as undergo continuous training to stay updated on industry trends and best practices. This enables the firm to provide clients with top-notch financial advice and solutions.
Financial Advisor Disclosures to Know
INVESTMENT GROWTH MANAGEMENT, INC. is a registered investment advisor, and its advisors are also registered with the Securities and Exchange Commission (SEC). The firm has a clean disclosure record, with no disciplinary actions or conflicts of interest to report. INVESTMENT GROWTH MANAGEMENT, INC. values transparency and is committed to upholding the highest ethical standards in all aspects of its business.