WALL STREET JOURNAL & BARRON’S NAMES RANDY GARCIA AS ONE OF THE TOP 100 INDEPENDENT FINANCIAL ADVISORS IN THE NATION FOR 2024
The Investment Counsel Company of Nevada
Fiduciary Wealth Management, Financial Planning & Investment/Portfolio Management for Affluent Individuals & Families
September 15, 2024
The ICC team is very proud that Randy’s industry expertise and depth of knowledge as well as his commitment to the highest level of client service has earned him a spot in the Top 100 Independent Investment Advisors* in the nation for the seventh time. ?No other Nevada independent financial advisor has ever achieved this recognition.? He has also been ?ranked by the Wall Street Journal and BARRON’S as the # 1 Financial Advisor in Nevada** for the eleven ?years. ??Additionally, Randy has been recognized in Forbes Magazine for the past four years as one of America’s Top Wealth Advisors.***? and in Worth Magazine**** as one of their Top Leading Advisors of 2024. He is an experienced, dedicated investment advisor with a passion for providing clients with a high level of investment management expertise and exceptional client services.
?Randy Garcia founded the Investment Counsel Company in 1987 as one of the first independent investment management firms in Nevada. He has grown the firm to manage over $1.9 billion for Investment Counsel Company clients.?
?With over forty five years of experience in financial services, he and his team at ICC provide corporations and high-net worth individuals, families, foundations and company 401(k) plans with expert advice, extraordinary service and serve as a trusted resource to guide their investment decisions. Randy and his advisors are fiduciary advisors which means that they are held to a client-care requirement known as the fiduciary standard. This standard ensures that our advisors must always place clients’ interests ahead of our own. ICC financial consultants are fee-only fiduciary advisors who receive no commission for any investment that is recommended to clients. The advisors at ICC are highly experienced with various financial industry certifications such as the CFP?, CFA?, AIFA?, CPA and CIMA?
?ICC is a team of highly accredited financial advisers and professionals who provide individual attention to the investment goals of their clients. The team at ICC has decades of experience in assisting clients with $3,000,000 or more in investable assets with investment management, financial planning, and other solutions to help clients develop a foundation to work toward achieving their financial objectives.?Call (877) 871-8510 for an appointment.
?*Please Note: Limitations:?Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if ICC is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, ICC did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of ICC by any of its clients.
领英推荐
*The Barron’s Top 100 Independent Advisors?ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. There is no cost or fee involved to participate in this survey.?The questionnaire is completed and submitted online.
**The Barron’s Top 1200 Financial Advisors by State?ranking is based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings are: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. There is no cost or fee to participate in this survey.?The questionnaire is completed and submitted online.
***The Forbes “America’s Top Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person interviews and telephone due diligence meetings and a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary and advisors rarely have audited performance reports.? Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor.? Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.
**** Worth Magazine’s ranking is based on a curated list of advisors who are leaders in their field and pioneers in adapting to market changes and the evolving needs of affluent clients. Working with partners at ISS Market Intelligence, Worth’s editorial staff evaluated more than 41,000 RIAs and financial advisors in the United States and identified the top 300 firms who successfully cleared stringent benchmarks:? AUM over $500m, demonstrates substantial experience and trust in handling significant wealth.? Predominately high-net-worth clients, substantial planning clientele indicates a focus on comprehensive financial planning rather than simple asset management and independence from broker-dealers: ensures advice is unbiased and purely client-centric.
ANY QUESTIONS:?ICC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking. Please review?Important Disclosure Information?set forth in the last section of this website.