LAS VEGAS (PRWEB)
July 07, 2022
The Investment Counsel Company is pleased to announce the addition of Bernadette Mashas, CPA, to the team as an Investment Counsel | Tax and estate planning specialist. Bernadette brings extensive experience as a former bank CFO and Treasurer and Senior Tax Manager. Her experience covers the preparation of individual, corporate, partnership, trust, estate, gift and tax returns. Bernadette has worked with clients in the preparation of complex tax returns and business consulting, including reviewing various strategies to determine the best outcome for clients. Her deep knowledge complements the already rich pool of talent at the Investment Advisory Company. She joins a team of investment management consultants that includes attorneys, CPAs, certified financial planners and consultants with AIFA® (Accredited Investment Fiduciary Analyst) and CIMA® (Certified Investment Management Analyst) credentials.
About the ICC
Investment Advisors Company (ICC), founded in 1987 by Randy Garcia, was among the first independent investment trust management firms in Nevada. For many years, the firm has been recognized by Barron’s as the #1 Financial Advisor in Nevada and one of the top 1,200 financial advisors in the nation. Barron’s and the Wall Street Journal named CEO Randy Garcia one of the top 100 independent financial advisors in the nation in 2019, 2020 and 2021.
The ICC team believes that customers are entitled to a positive experience resulting from a higher standard of service that far exceeds industry norms. Since 1987, The Investment Counsel Company has assisted clients in establishing investment objectives and risk parameters and structuring and implementing investment plans tailored to help them achieve their investment goals. ICC currently manages over $1 billion on a fee-only basis for clients who are primarily professionals, affluent families, businesses and retirement plans.
Financial advisors at ICC continuously research current market conditions and translate this knowledge into planning strategies for the benefit of their clients. Contact ICC to learn more about the firm’s financial services.
*Please note: Limitations: Neither ranking and/or recognition by unaffiliated rating services, publications, media or other organizations nor achievement of any designation or certification should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if ICC is engaged or continues to be engaged to provide investment advisory services. Rankings published by magazines and others generally base their selections exclusively on information prepared and/or provided by the recognized advisor. Rankings are usually limited to participating advisors. Unless expressly stated otherwise, the ICC does not pay a fee for inclusion in such a ranking. No ranking or recognition should be construed as a current or past endorsement of ICC by any of its clients.
*Barron’s ranking of the top 1,200 financial advisors by country is based on data provided by more than 4,000 of the nation’s top performing advisors. Factors included in the rankings are: assets under management, revenue produced for the firm, regulatory records, quality of practice and philanthropic work. There are no costs or fees to participate in this study. The questionnaire is completed and submitted online.
**Barron’s ranking of the Top 100 Independent Advisors reflects the volume of assets controlled by advisors and their teams, the revenue generated for the firms and the quality of the advisors’ practices. The scoring system assigns the highest score out of 100 and scores the others by comparing them to the highest ranked advisor. There are no costs or fees to participate in this study. The questionnaire is completed and submitted online.
ANY QUESTIONS: The ICC Chief Compliance Officer remains available to answer any questions regarding the rankings and/or recognitions, including the criteria used for any rankings reflected. Please review the important disclosure information listed in the last section of this website.
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