About Independent Capital Management
ICM Overview.
Real Advice for Real People.
ICM was founded in 1988 by Drew Marloe, with the philosophy of providing independent financial advice with a personal touch to individuals, families as well as businesses throughout the country.
ICM is a full-service financial firm specializing in retirement, insurance and estate planning. ICM also offers real estate service through ICM Lending. We are committed to helping our clients reach their financial goals and dreams by developing a relationship that will last a lifetime. In both 1996 and 1997 ICM was listed in "Inc. Magazine" as one of the fastest growing privately held companies in the United States. Our goal is to help every client improve their quality of life by building financial confidence.
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Services Independent Capital Management Offers
Our Services
Invest | Prepare | Insure | Protect
Building your investment assets creates independence for you and your family. A highly trained investment professional will recommend a selection of investment instruments appropriate to your risk tolerance and design a custom portfolio around your unique needs.
•Investment Analysis & Strategies.
•Retirement Planning.
•Estate Planning Services & Trust Services.
•Insurance: Life-Health-Disability-Long Term Care.
•Annuity products: Equity Indexed Annuities, SPIA, Variable Annuities.
•Education Planning - 529 Plans.
•Mortgage and Real Estate Services.
•Ongoing independent advice.
•Semiannual portfolio/financial reviews.
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770 Paseo Camarillo Suite 130
Camarillo, CA 93010 - (805) 484-1011
