Welcome

Our Firm provides comprehensive fee-based wealth management services to corporate executives, professionals, physicians, business owners, retirees and other affluent clients. We utilize a team approach in analyzing and planning a client's investment portfolio, estate plan, cash flow, income taxes, and retirement. Recommendations are based solely on your specific needs, circumstances and goals.

Our Mission is to partner with clients to enable them to achieve their financial goals through objective planning and management of investment assets. We put our client's interest first, act with integrity and honesty, and strive for excellence in every facet of our practice.

Our Clients share in the realization that by coordinating and managing today's financial decisions they can achieve their goals for tomorrow. They are individuals and businesses who expect excellence and have made a firm commitment to achieving it themselves. Our clients control their strategic plan; however, they usually have no desire to manage their financial affairs on a daily basis. They are highly motivated to work with a professional advisor. 

OUR SERVICES 

  • Managed Accounts
  • Exchange Traded Funds(ETF)
  • Individual Stocks (SMA)
  • No Load Variable Annuities
  • Fixed Annuities/Bank C.D's
  • Fixed Equity Indexed Annuities
  • Tax-Free Real Estate Exchange Guide (1031)
  • Real Estate Strategies
  • IRA (Rollover)
  • 401K (Rollover)
  • 403B (Rollover)
  • Life Insurance
  • Living Trust

Our financial professionals have access to a wide variety of products and services. The financial vehicles offered through Investors Capital are from well-respected and financially sound companies. These vehicles are constantly monitored by our staff for integrity and adherence to their stated objectives. In conjunction with Pershing LLC, Investors Capital can successfully service not only the individual client, but professional stock brokers, financial institutions and banks. Pershing has been serving the financial community since 1939, with the highest quality of service in the industry.

Investors Capital Corporation provides their Registered Representatives with the resources required to develop long and trusting relationships with their clients. An Investors Capital financial professional is able to provide optimum value with risk control based on asset allocation, performance monitoring and portfolio rebalancing. They will design portfolios for the client's individual financial needs and goals. Investors Capital Corporation is here today to help secure your tomorrow. E-mail any comments or questions to esands@investorscapital.com.