- Retirement Planning
- OU 401a/43b/457b plans
- Tactical Investment Management
- Family and Estate Planning
- College Education Funding
- Insurance Services
- Income planning and Taxes
As a leading provider of wealth management, Investment Counseling Services provides independent investment advice. Terry and his staff diligently analyze your current assets and existing plans to create a clear pathway to a comfortable financial future. ICS gets to know you and your needs. Having ICS on your side means your portfolio is kept up to date with the ever changing market.
- Active Management + Technology = Personalized Advice
- Unlike other investment theories that use “buy and hold”, the ICS model seeks to make decisions based on what is presently working; not on what might be working, or what has worked in the past.
- Our Active Management technology monitors price trends to identify asset classes that are showing strength. Then we make investment recommendations in these asset classes, even if the recommended investment is in cash.
- Appointed by Edgetech Analytics as One of the Only 40 Advisors Nationwide to Administer the Proprietary Investment Management System.
- Recognized as a Registered Investment Advisor Firm, working directly with the University of Oklahoma 401a/403b plans of OU Faculty and Administrators.
- Our objective is to provide fee-only, fiduciary driven, private investment advice and counseling, while maintaining a premium on financial literacy and education for our clients.
- Local, diligent, trustworthy, and experienced
- As a locally owned company we possess the ability to respond and adapt quickly to changing economic climates.
- There is never a penalty incurred nor any long-term commitments.
- ICS is not tied to anyone to sell anything and that is critical when acting as a fiduciary and in the best interests of our clients.
We understand the importance of leaving a legacy, preparing for the unexpected, ensuring lifestyle, and covering essentials. We can help.
219 W. Boyd Street Suite 205 Norman, Oklahoma 73069 – Phone 405.447.6676 Fax 405.447.4654 – 8-5 Mon – Thu and 8-12 on Friday
This service is not a product of the University of Oklahoma. Investment Counseling Services, Inc. and Terry C. Kingsbery do not represent the University of Oklahoma or National Financial Service, LLC.