Clayton, CA Office
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Investment Growth Management, Inc.
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About
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).
Based on Investment Growth Management, Inc.
Expertise
Based on Investment Growth Management, Inc.
Location
Clayton CA
Advisors at this office
2
Advisors at this office
Andrew R
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CFP®, Series 65
Clayton, CA
Investment Growth Management, Inc.
Andrew Redlick is a CFP® with 12 years of industry experience, currently serving as an advisor at Investment Growth Management, Inc. He has been with the firm since 2014, including its predecessor entity, and holds a Series 65 license. Investment Growth Management, Inc. is a long-established registered investment adviser dedicated to helping a select group of clients build, preserve, and achieve their most meaningful financial goals. The firm manages client portfolios through long-term, diversified asset allocation tailored to each client’s goals and risk tolerance, and is notable for its regular client communications and ongoing educational presentations.
Michael R
Clayton, CA
Investment Growth Management, Inc.
Michael Redlick is a financial advisor with Investment Growth Management, Inc. He holds nine years of industry experience and has operated Redlick Appraisals as a residential appraiser since 2009. His appraisal work is conducted as a sole proprietor and is separate from his advisory activities. Investment Growth Management is a small, long-established registered investment adviser serving individuals, trusts, estates, small businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio management tailored to client goals and provides regular communications and educational presentations beyond standard reporting.
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