Prospective Clients:  Life’s complex questions require expert solutions.  Whether you wonder how long you should expect to live in retirement and how much money will be required to maintain your quality of life or how to take care of your aging parents or simply something else, Investors Capital Advisory seeks to provide various solutions that can help answer your life’s challenges. 

Who we are:  Investors Capital Advisory Services (ICAS) is a federally registered advisory firm with over $900 million in assets under management that specializes in providing fee-based solutions for today’s complex questions. 

We believe the first step to receiving the benefits of a fee-based solution begins with someone you can turn to that has the time, expertise and objectivity to assess your personal situation, discuss your options assist in implementing a strategy that is best for you.  This person is your financial advisor.

At Investors Capital Advisory, we seek to empower you and your advisor with solutions that lead to a well-diversified portfolio designed for better long-term success, with less risk by spreading your investments among different asset classes, investment vehicles, and countries which may cushion the impact of unexpected events and downturns.

So whether you chose from a mutual fund/ETF program led by an Investment Policy Committee that seeks to provide both you and your advisor guidance on the markets and the best allocation suited to your risk tolerance; a tailor-made portfolio comprised of individual securities, managed by one or more institutional managers and designed for specific income needs or tax considerations or a program that provides your advisor with the objectivity, freedom and flexibility to customize and implement a solution that is comprised of any combination of stocks, bonds, ETF’s, mutual funds, variable annuities and even alternative investments, ICAS has what you are looking for.

By working together with you and your advisor, be assured that your ICAS program will be the most appropriate solution to meet your circumstances.  So what are you waiting for?  Let’s get started.  Contact ICAS at 800-949-1422 and speak with an ICAS investment professional about a managed account solution today.