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Independent Capital Management Snapshot
Independent Professional Advice with a Personal Touch. Experience the high level of service and hands on approach offered by a private boutique firm, backed by the size and strength of one of the nation’s largest independent broker-dealers.
• INDEPENDENCE • FULL-SERVICE • EDUCATIONAL PROCESS •
Founded in 1988, ICM was formed with the philosophy of providing independent financial advice to individuals, families and businesses throughout the country. We are dedicated to helping our clients build wealth and preserve their hard-earned assets. Staffed by a team of experts with various financial disciplines, ICM offers a wide range of well-known products and services as it guides clients through even the most complex financial situations.
Disclosures:
Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRA/SIPC. Investment advisory services offered through Independent Capital Management, Inc. a registered investment advisor, not affiliated with SagePoint Financial, Inc. Certain insurance products offered through Independent Capital Management (ICM). ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM. ICM is a separate company from SagePoint Financial, Inc.
Founded in 1988, ICM was formed with the philosophy of providing independent financial advice to individuals, families and businesses throughout the country. We are dedicated to helping our clients build wealth and preserve their hard-earned assets. Staffed by a team of experts with various financial disciplines, ICM offers a wide range of well-known products and services as it guides clients through even the most complex financial situations.
Disclosures:
Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRA/SIPC. Investment advisory services offered through Independent Capital Management, Inc. a registered investment advisor, not affiliated with SagePoint Financial, Inc. Certain insurance products offered through Independent Capital Management (ICM). ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM. ICM is a separate company from SagePoint Financial, Inc.
