IC360 offers a full range of services designed to help clients develop a sound financial plan personalized to meet their unique financial aspirations. We deploy a culture of collaboration with clients. Our formula for success only works when clients feel they are part of the design. When it all comes together, we unearth that AHA! moment.

This process starts with a conversation that leads into a refined perspective of you. We don't obstruct the initial direction you  point us into, but we let our collaborative work turn us in the correct path if need be. We are not here to turn a cruise ship around in less than a mile but we know that at times, before you can turn around, you have to apply the brakes.

On an investment side, we don't limit ourselves to a single product type inside portfolios. In all of our discretionary portfolios, you will find a selective composition of stocks, bonds, alternatives, and options. We devote ourselves to working extensively with outside partners to leverage the work we do in-house, but we will never be a firm that you call for the hottest stock of the day. With this said, we also believe in staying nimble, tactical, and contrarian.    

We focus on clients’ financial lives with a 360° personalized perspective