Investment Consulting Group

Davenport, Iowa

★ 5.0 (1 reviews)
Call (563) 322-2322 Visit website →

About

Investment Consulting Group, located in Davenport, Iowa, provides investment management services to corporate retirement plans, Taft-Hartley plans, government plans, endowments, foundations, and individual investors across the country. The firm guides clients through a structured process that includes setting objectives, determining asset allocation, selecting investment managers from a database of over 39,000 options, and ongoing performance measurement and rebalancing. The firm also offers educational programs for trustees and employees, and assists with cost containment by negotiating fees and commissions on behalf of clients.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CLU

Chartered Life Underwriter

Insurance and risk management expertise, especially life insurance planning

Other advisors in Davenport

0 selected
Compare →