Company Overview
Independent Capital Management, Inc. (ICM) is a multifaceted financial firm with a foundation dating back to 1988. Headquartered in multiple California locations, including Costa Mesa, Ontario, and Beverly Hills, ICM provides independent financial advice and specialized services revolving around investment advice, insurance, risk management, real estate, and mortgage lending. Furthermore, ICM extends services in estate planning through its wholly-owned subsidiary, ICM Real Estate DBA ICM Lending. The firm is anchored on independence, offering fiduciary-focused strategies designed to align with clients' best interests. ICM stands out with its seasoned team adept at navigating complex financial scenarios, curating services tailored to personalized client needs.
[Company Website](https://icmfinancial.com/)
Key Personnel
- Drew Marloe: As the President and CEO, Drew Marloe brings over 40 years of industry expertise, founding ICM in 1988 following a notable career with Wall Street firms. His leadership ensures a client-centric approach, fostering financial independence.
[LinkedIn Profile](https://www.linkedin.com/in/drew-marloe-3a672813)
- William Farraj: Serving as Chief Marketing Officer and Senior Managing Partner, William Farraj excels in branch development and marketing initiatives, contributing significantly as a development leader with Osaic Wealth, Inc.
[LinkedIn Profile](https://www.linkedin.com/in/william-farraj-8b58091a1)
- Lance Stanley: The Chief Financial Officer, Lance Stanley, is responsible for the financial operations at ICM, providing critical oversight to ensure the firm's financial health and strategic progression.
[LinkedIn Profile](https://www.linkedin.com/in/lance-stanley-7171bb5)
- Jacqueline Marloe: As Director of Business Development since 2015, Jacqueline Marloe plays a pivotal role in enhancing client services and recruitment, driving growth primarily from Newport Beach.
[LinkedIn Profile](https://www.linkedin.com/in/jacqueline-marloe-b77a0282)
[Management Team Details](https://icmfinancial.com/management-team)
Services and Specialties
ICM delivers a comprehensive array of services addressing diverse financial aspirations throughout different life stages. Key offerings include:
- Investment Advisory: Tailored strategies designed to align with individual client objectives.
- Insurance Planning: Robust risk management solutions to guard against unforeseen events.
- Real Estate & Mortgage: Through its subsidiary, ICM extends comprehensive real estate lending services.
- Estate Planning: Offers nuanced estate planning solutions in collaboration with Citadel Law.
- Business Services: Specialized programs focus on financial strategies tailored to business owners and professional women.
The firm's various locations in California facilitate personalized and accessible client services.
Strategic Positioning
Recognized as a fiduciary firm, ICM consistently prioritizes clients' best interests. This commitment is reflected in its service delivery, employing flexible strategies free from financial product restrictions, enabling optimal client solutions. Its association with Osaic Wealth, Inc., a FINRA/SIPC member, further affirms its credibility and adherence to industry standards.
Contact Information:
- Costa Mesa: (949) 453-7660
- Beverly Hills: (310) 557-9850
- San Diego: (619) 282-1182
Competitor Profiling
Independent Capital Management navigates a competitive landscape alongside key industry players. Prominent competitors include:
1. MAI Capital Management: A wealth management firm founded in 1973, MAI Capital, based in Cleveland, Ohio, specializes in comprehensive investment management for high-net-worth individuals and families.
2. Investment Retrievers: Operating since 2001, based in Folsom, California, this third-party collection agency partners strategically in debt recovery while nurturing a reputed client-focused environment.
3. Phoenix American Financial Services: Since 1972, Phoenix American provides expert back-office administrative services for alternative investment sponsors, focusing on the aviation ABS sector.
4. SESLOC Federal Credit Union: A long-standing not-for-profit financial institution since 1942 in San Luis Obispo, California, SESLOC offers diverse banking services and emphasizes community involvement and financial education.
5. Atlantic Financial Group: Known for strategic consultation services and innovative financial solutions, Atlantic Financial caters to high-net-worth individuals and institutions, adapting to global market changes.
In an environment characterized by diverse competition, Independent Capital Management must continually innovate and deliver exceptional service to maintain a robust market presence.
