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We understand that many high net worth individuals and families spread the responsibility of asset management to multiple advisors. In these situations, we focus on dynamic fixed income portfolios. Our portfolios include various asset classes within the global fixed income market to achieve your desired results.
Thank you so much for your assistance, as I believe your part in this process has been the reason that we were able to shorten the very long review process that I was certainly going to have to face prior to your intervention. Thank You Again!- Robin G.
ICCF Wealth Management, LLC (“RIA Firm”) is a registered investment adviser in Winter Park, FL. ICCF Wealth Management, LLC’s web site is limited to the dissemination of information about its advisory services, together with access to investment-related information, publications, and links. Accordingly, the publication of ICCF Wealth Management, LLC’s web site should not be construed by any consumer and/or prospective client as solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any direct communication by ICCF Wealth Management, LLC with a prospective client shall be conducted by a registered representative. For information regarding registration status, please contact the state securities regulators for Florida. A copy of ICCF Wealth Management, LLC’s written disclosure statement discussing business operations, services, and fees is available at the SEC’s investment adviser public information website or from ICCF Wealth Management, LLC upon written request. ICCF Wealth Management, LLC does not make representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by unaffiliated third parties, whether linked to ICCF Wealth Management, LLC’s web site or incorporated herein, and takes no responsibility therefor. Such information is provided solely for convenience purposes and all users should be guided accordingly. Investments involve risk and unless otherwise stated, are not guaranteed. Consult with a qualified financial adviser and/or tax professional before implementing strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through Insurance Consultants of Central Florida and individually licensed and appointed insurance agents. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY