Ice Capital Management is a family-run business, where we treat our clients like our own family. We aspire to connect all the financial pieces for our clients, helping them organize and structure their financial needs, whether saving while working, living your best retirement, or preparing for a wealth transfer to the next generation. We manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses. Through a long-term investment approach, Everett will help you develop and implement strategies to work toward your goals.
At Ice Capital Management, we value our direct relationship with our clients, where your needs and concerns always come first. This philosophy allows us the freedom to focus on our client’s unique financial goals where your priorities remain our primary objective. We work diligently to service your needs quickly and efficiently while providing professional and friendly assistance.
As an independent advisor practice, we focus solely on serving your needs and always acting in your best interest. This provides you with the confidence you seek to pursue financial independence on your terms.
- We spend our time developing customized strategies for the unique challenges you face with:
- No obligations to investment product manufacturers
- No cross-sell quotas or home-office directives that may lead to conflicts of interest
- No affiliations or ties to investment banking firms
Our independence is supported by LPL Financial, the nation’s largest independent broker/dealer.* LPL Financial is steadfast in their commitment to the advisor-centered model and the belief that Americans deserve access to objective guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their ideal practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, LPL Financial takes care of advisors, so they can take care of their clients.
LPL Financial has no proprietary products.
* As reported by Financial Planning magazine, June 1996–2020, based on total revenue.