A complete list of active advisors currently associated with Investment Growth Management, Inc.

Warmer can help you find a great advisor at Investment Growth Management, Inc. or one who fits your needs even better.

Investment Growth Management provides discretionary portfolio management and financial planning primarily for individual clients, including high‑net‑worth households, as well as business retirement-plan sponsors and plan participants. The firm also offers ancillary services such as personal cash‑flow tracking and hourly financial planning work. IGM’s investment approach centers on constructing long‑term, diversified portfolios intended to limit volatility while pursuing capital growth and income, using a mix of equities, fixed income, mutual funds and individual securities. Accounts are managed under limited power of attorney with daily monitoring, quarterly billing, and client reporting that includes monthly statements and an annual performance letter. Noteworthy aspects that distinguish the firm from many peers are its regular client periodicals (monthly statements with year‑to‑date and inception‑to‑date metrics plus an annual market commentary) and its program of educational presentations and participant education for retirement plans. The firm also uses third‑party platforms and service providers (Pontera for held‑away participant accounts; Ascensus, Betterment, or Guideline for plan services), participates in the Dave Ramsey SmartVestor Pro and Charles Schwab Institutional programs, and reports that a firm principal maintains a separate residential appraisal practice (about 20 hours per week).

To learn more about the advisors currently working at Investment Growth Management, Inc., 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.