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Services


Customized Financial Advice

We realize that every investor is unique. Taking the time to understand what makes each of our clients different is what makes us unique.

At Investment Capital Resources, we provide our clients with a truly diverse platform of Alternative Investment products. We believe that Alternative Investments play a key role in helping investors to diversify their overall portfolio and provide non-correlated returns to their traditional stock and bond investments.

The principals of Investment Capital Resources work tirelessly to bring industry leading investment sponsors and their offerings to our clients for consideration. Each investment opportunity is channelled through a rigorous due diligence process which includes independent third party due diligence, Broker Dealer due diligence, and finally Investment Capital Resources Due Diligence.

We carefully review fee structures, management background and track record, investment performance assumptions, analyze local markets, physically tour properties, interview executive management teams and more. Through our superior consultation and guidance, we will leave you feeling confident about your investment decisions.

Call us for a complimentary consultation and to learn more about the products and services we offer.

What We Offer Our Clients

  • DST 1031 Property Solutions
  • 1031 Exchange Consulting
  • Alternative Investments
  • Mutual Fund Investing
  • Real Estate Analysis & Consulting
  • Investment Education & Coaching

Consulting Services

  • Portfolio Review & Analysis
  • Investment Consulting
  • Retirement Planning
  • Investing for Income
  • Investing for Growth
  • Transaction Management

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