About Us
IGM is a Registered Investment Adviser in the state of California, serving clients since 1990 as an independent investment advisory company.
Independent Investment Advice and Management
Not affiliated with any Brokerage or Insurance companies
Transparent Business Model
Fee is a percentage of Assets Under Management
No hidden , or complex fee schedule
What you see is what you get
Held to a Fiduciary Standard
Must act in clients best interests
Must disclose any potential conflicts of interest
Use Schwab as our Broker/Dealer and Custodian
One of the largest discount brokerages in the USA
We are not affiliated in any way with Schwab
Fiduciary Standard
As a Registered Investment Adviser we are held to the fiduciary standard. Which means that we are bound by law to act in our clients best interests. Find out more on the fiduciary standard and what separates us from Broker/Dealers by reading our position paper: RIA vs Broker/Dealers
*IGM does not offer or sell any type of product, is not a broker or dealer, and is not affiliated with any person in the securities business or insurance companies. IGM's sole compensation is derived from client fees, not from securities transactions or products sold.
The Team
Mike Redlick
Co-President | Chief Investment Manager
Mike attained his BS in Business Administration from San Francisco State University with a dual concentration in marketing and transportation. Mike founded Investment Growth Management in 1990 as he had a desire to help people manage their investments and financial futures.
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Mike has also gained more than 24 years of corporate experience while working for Safeway Inc. from 1985 to 2003 and in the Banking Industry from 2003 to 2009. Mike held titles of Senior Research Analyst, Customer Service Manager, and worked as Logistics and Inventory Process Manager during his time at Safeway. After Safeway, Mike became a residential real-estate appraiser for Wells Fargo/ World Savings / Wachovia until 2009.
In 2009 Mike became an independent appraiser and formed Redlick Appraisals. Mike is currently the owner of Redlick Appraisals and is a co-owner of Investment Growth Management, Inc., along with Andrew.
Andrew Redlick
Co-President | Investment Manager and Financial Planner
Andrew received his BS in Business Administration with a concentration in Finance and a minor in Economics from Sonoma State University. Shortly after graduation, Andrew joined in business with his father, Mike, and has been working with IGM full time since August 2013.
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Andrew developed an interest in investment management since he opened his own IRA at age 18. Throughout college his interest further grew into a desire to have a career in finance. After some interviews with large US Broker/Dealers, and learning about the structure of the finance industry Andrew decided that the business structure of a fee-only Registered Investment Adviser was the best way to serve future clients and was the direction that he wanted to take.
Andrew holds the CERTIFIED FINANCIAL PLANNER (TM) designation, which is a graduate-level designation, and for more than 30 years has been the national standard of excellence in financial planning.
To attain the CFP®, a candidate must complete the entire education requirement which covers 72 Principal Knowledge Topics under the categories below, as well as a comprehensive financial planning capstone course.
Principal Knowledge Topics
Investment planning, tax planning, retirement planning, estate planning, insurance planning, financial management, and education planning.
Secure Your Future Today
We offer personalized solutions to help you achieve financial confidence and long-term success. Let us guide you every step of the way.