Investor's Capital Management, LLC

We can help with the answers!

Our clients have been in your shoes. As a team of dedicated, fee-only financial advisors we have helped them achieve their goals. We have a passion for providing advice to help individuals and families build secure financial futures and pursue their passions.

We understand that achieving goals requires discipline and balance. As your financial partner, we combine smart asset management with personalized financial planning to create your plan. This allows you to focus on the things you love while building your financial confidence for moving forward.

As our client, you will know how we are compensated, which is through client fees only. Our advice will always be in your best interest and we will sign a fiduciary oath for you.

 

Sincerely,

 

Julie Schatz and Jennifer Cray

Investor's Capital Management, LLC.

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Advisors at this Office

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This Office

1100 Alma St Ste 200 Menlo Park, CA 94025-3344 Phone: (866) 966-9291 Fax: (650) 472-8924

Primary Office

1100 Alma St Ste 200 Menlo Park, CA 94025-3344 Phone: (866) 966-9291 Fax: (650) 472-8924