Professional Personalized Portfolio Management

  • Strategic Investment Goal & Retirement Planning.

  • Monthly Investment Wealth Building Programs.

  • Monthly Income Planning.

total Retirement Planning

  • IGM will give complete investment and retirement income projections.

  • Perform multiple scenario analysis based on all available retirement options.

  • Advise on 401k, 403b, 457, and other company sponsored retirement plan investments, updated annually.

  • IGM also offers our Total Retirement Planning to individuals who may not currently meet our investable assets minimum.

Type of Accounts

  • Individual, Trust, Brokerage, IRA’s including Rollovers, SEP & Roth, Custodial, 401k’s, 457 plans.

Unique Features

  • Consolidated statement of all accounts with individual and aggregate performance. VIEW A SAMPLE IGM STATEMENT

  • Available in evenings and on weekends.


Beyond Investment Management 

IGM offers services that reach beyond the scope of investment management. We strongly believe in the ability for an individual or family to see their entire financial "picture". This "picture" consists of all assets, investments, monthly cash flow, and future goals clearly laid out. When the picture is clear and accurate, then the path to reaching your goals and financial confidence is achieved.  

If you are interested in our services and would like to have a free non-obligation meeting and financial review do not hesitate to CONTACT US.