Who runs this thing…

March 26, 2015 Uncategorised

The Principal, Kevin Smith, has been a financial planner for 28 years. During the 28 years, Kevin has advised numerous wealthy clients. He has continuously grown ICON’s client base and business without any advertising or marketing efforts. All growth has been through referrals from clients and accountants. Kevin has done this by maintaining strict adherence to the principles of integrity, independence from any affiliation with banks, insurance companies and mutual funds and giving his clients advice that is in their best interest even when it is not what they want to hear. As an example, Kevin moved all of his clients who listened out of the market in early 2008 prior to the market collapse with the result that although the market fell -33.8%, his clients collectively had less than a 1% decline.

Kevin started his investment advisory career with ABC Investments. Even 28 years ago, Kevin demonstrated his ability to think ahead of the curve. Well before it became standard practice amongst financial industry planners, Kevin began to develop financial strategies for his clients that integrated asset, tax, insurance, and estate management into all-encompassing plans. Kevin continues to demonstrate this ability to think ahead of the curve through his use of creative strategies to mitigate investment risks, reduce taxes, and protect and enhance estates.

An example of this is his vision of what is required to maintain an effective team to properly advise affluent families and individuals and remain leading edge. Kevin has created a structure that enables him to add or remove experts as required, while maintaining a core of dedicated employees to ensure clients receive timely and quality service.