A complete list of active advisors currently associated with Icicle Creek Investments

Warmer can help you find a great advisor at Icicle Creek Investments or one who fits your needs even better.

Icicle Creek Investments is a small independent advisory firm that provides asset management to individual clients and offers public seminars and workshops on investments. The firm manages roughly $4.8 million across about 22 individual client relationships and provides ongoing portfolio management and educational programming. The firm operates primarily on a non-discretionary basis: Icicle develops investment recommendations and determines which securities to buy or sell but obtains prior client approval before executing transactions. Investment programs are tailored to each client’s goals, time horizons, and risk tolerance and draw on both fundamental and technical analysis with periodic (typically quarterly) account reviews. What distinguishes Icicle from many peers is its reliance on non-discretionary management for the bulk of its assets, a structure that requires regular client involvement in trade approvals and is uncommon among independent advisors. The firm’s principal also maintains an independent insurance practice and a property rental business (each disclosed and managed through the firm’s policies), which are noted potential conflicts of interest the firm addresses through disclosure and internal procedures.

To learn more about the advisors currently working at Icicle Creek Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.