Investment Centers of America, Inc.

Firm Profile

ICA offers both an independent and financial institution channel. Our Financial Solutions Team (comprised of retirement plan and financial planning experts) partners with advisors to discuss individual client solutions for retirement income planning, tax management, investment analysis and social security planning. We also offer hands-on, proactive marketing support including a regional relationship manager and service associate.

KEY CONTACTS
Calvin Nystrom, 813-880-5362, calvin.nystrom@npholding.com

Frank Hayn, 310-899-8828, frank.hyden@npholding.com

WEBSITE
www.investmentcenters.com

PRIMARY MARKET(S) SERVED
• Micro – (< $1 million) • Small - ($1 million - $10 million) • Mid - ($10 million - $100 million) OPTIONS AVAILABLE
• Preferred Provider Program
• Retirement Sales Desk Representatives
• Benchmarking Tools
• CRM/Data Aggregation
• Allows Fiduciary Declaration 3(21)/3(38)
• 408(b)(2) – In-House Or Outsourced
• Plan Design Consulting
• Minimum Fee Schedules

2 Home Office Employees Supporting the Business