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| ICC member firms are located throughout the continental United States and serve clients in all 50 states. |
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Investment consultants interested in joining the ICC are encouraged to contact us. Please visit our Membership Info Page for details.
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The goal of the ICC Membership Committee is to maintain high quality, professional, experienced members, focused and dedicated to the Investment Consulting business. It is the intent of the Cooperative only to accept new members whose primary business is consulting.
Guidelines for Admitting New Members
New members should satisfy these conditions:
- Minimum of 5 years principal experience
- Minimum of 75 portfolios
- Registered as an Investment Advisor
- No substantial adverse legal or regulatory judgments
- No sales to third party vendors or other consultants
- No wire-house brokerage firms
- Minimum of 2 key personnel
- Majority of key personnel earned industry-recognized accreditation (MBA, CFA, etc.)
- No direct or indirect investment management (including manager of manager programs)
- Commission recapture programs should only be done to facilitate the consulting business
- Primarily institutional client base
Contact us to explore membership in the ICC.
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