Jerry Felts Cfp

Founded in 1981, ICM Asset Management is an independent national money management firm. The firm manages assets for corporations and businesses, and Taft-Hartley and other pension plans. ICM Asset Management also offers services to foundations, endowments, public funds and high-net-worth individuals. Its products include large-, small- and mid-cap portfolios. ICM Asset Management utilizes qualitative and quantitative management techniques to identify the inefficient valuations of market sectors and individual securities. Its portfolio management begins with a market overview based upon a macro analysis of the yield curve, economic policy and business cycle considerations. ICM Asset Management s quantitative management techniques emphasize sector and quality spread analysis.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Royal Alliance Associates, now operating as Osaic Wealth Inc., is a financial services firm based in Spokane, WA, offering a range of securities and investment advisory services. The firm is a member of FINRA and SIPC, ensuring compliance and protection within the financial industry. Osaic Wealth Inc. operates alongside several affiliated entities and registered investment advisers, facilitating a variety of financial programs and proposals. The company emphasizes transparency, providing clients access to the professional history of its financial professionals through FINRA's BrokerCheck service. Generated from the website