808 S Public
808 S Public
808 S Public Road, Lafayette, CO 80026 - 800.984.9392
                                         808 S Public Road, Lafayette, CO  80026  -  800.984.9392

Public Funds Strategy Development

 ICM's Five Step Process

Our Business Model Revolves Around You!

 

1. Setting Investment Goals and Objectives

 

2. Evaluation of Current Portfolio & Strategy

 

​3. Develop a Comprehensive Investment Strategy

 

4. Implementation of a Comprehensitve Investment Strategy

 

5. Monitoring Portfolio Progress toward Goals and Objectives

 

 

 

 

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