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IC360® Investment Capital
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    • Our Company
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ACHIEVING SUCCESS BY WORKING TOGETHER

We are a Boutique Wealth Advisory Firm by design with an independent perspective by demand.

PROFESSIONAL · COMPREHENSIVE · TRANSPARENT

What We Do

We focus on clients’ financial lives with a 360° personalized approach

 

Our Company

IC360® brings together individuals who believe in the value of exceptionality.

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Our Philosophy

IC360® develops a tailored experience for each client.

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Our Process

IC360® offers a full range of services designed to help clients develop a sound financial plan personalized to meet their unique financial aspirations.

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Who We Serve

From multi-generational families to small and medium size businesses and non-profits, we deliver a 360° suite of optimized financial strategies.

 

Families & Individuals

Our team's goal is to foster a feeling of care in every client relationship entrusted to IC360°

 

Non-profits & Endowments

At IC360°, we surround ourselves with like minded people and organizations. 

 

Trusts & Plan Sponsors

By design, IC360°'s competency in this space is limited but effective.

About Us

Headquartered in beautiful Boise Idaho, Investment Capital 360° is proud to serve clients in several Western States.

Home

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Bruno has been a Wealth Advisor since 2003 and brings a full spectrum of financial knowledge to the Investment Capital 360...

Bruno Marques

CFP° Wealth Adviser | Principal
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Susan brings extensive client interaction experience to our team. Susan is an Idaho native. She lived in the Ketchum/Sun Valley area for 38...

Susan Christensen

Chief Experiences Officer
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Jamie has over 20 years of business development, database and project management experience. She has a degree in Computer Science and a Project...

Jamie Marques

Chief Geek Officer
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Brian Deely has been in the industry since 2006 acting as both a financial advisor and advisor development. He earned his B.A. in...

Brian Deely

Clear Creek Officer | Principal

Resources

Client knowledge and interaction lead to exceptional collaboration.

 

Partners

 

Blog/Articles

 

Videos

 

 

Events 

 

Useful websites

 

Calculator library

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

  Let's Get a Coffee

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Phone: 208-863-0263

Email: bruno@investmentcapital360.com

1120 S Rackham Way, Ste 300, Meridian, Idaho 83642

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Clear Creek Financial Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clear Creek Financial Management, LLC unless a client service agreement is in place.

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