You do not want anyone near your money- advisor or broker- whose compensation is tied in any way to their choice of investment vehicles
— William J. Bernstein, American Financial Theorist

Why Choose IGM?

  • 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

    • Most disclose any potential conflicts of interest

  • Use TD Ameritrade as our Broker/Dealer and Custodian

    • One of the largest discount brokerages in the USA

    • We are not affiliated in any way with TDA

 

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.