Our Mission

To deliver expert, unbiased investment management and financial planning with integrity, always prioritizing our clients' interests above all else.

 
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Clients can easily log in via our custom portal and through Charles Schwab.

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Learn about our investment philsophy and approach.

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Find out how we work with you to achieve your goals.

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Find out about our firm and what makes us unique. 

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IGM is a Registered Investment Adviser in the state of California, serving clients since 1990 as an independent investment advisory company.