Portfolio Management

Our first priority is helping you take care those important to you. As independent advisers, we can concentrate on what is best for you and your unique situation. We take that responsibility seriously. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

We will work closely with you to determine the appropriate risk tolerance and investment vehicles to help you meet your goals. We can use a wide range of investment vehicles to help construct an appropriate portfolio, these may include exchange traded funds, individual equities or individual equities or individual bond strategies. Please reach out and we can discuss what may be appropriate for your situation.

The Investment Center, Inc. and IC Advisory Services, Inc. work behind the scenes to provide back-office support and service regarding the technical and regulatory requirements of handling client accounts. The Investment Center, Inc. is the Broker-Dealer and IC Advisory Services, Inc. is the Registered Investment Advisor. The Investment Center, Inc. is a member of both the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).