Skip to main content

IC360® Investment Capital

  • Home
  • What We Do 
    • Our Company
    • Our Philosophy
    • Our Process
  • Who We Serve 
    • Families & Individuals
    • Non-profits & Endowments
    • Trusts & Plan Sponsors
  • About Us 
    • Our Team
  • Resources 
    • Partners
    • Events
    • Blog/Articles
    • Useful Websites
    • Economic Calculators
    • Videos
  • Client Login
    • IC360° | Investments
    • IC360° | Planning
    • IC360° | Portfolio Dynamics
  • Contact Us

    You are here

  1. Home
  2. Who We Serve
  3. Families & Individuals

Families & Individuals

 

Our team's goal is to foster a feeling of care in every client relationship entrusted to IC360°. We host a well diverse group of clients from Grandpa and Grandma Powers who just completed a tour of all 50 states right after retiring, to cousin Eva who is saving her first dollar into a 401K plan, or Andrew who has heard from a friend that he should not delay buying a long-term insurance policy. Our clients range in age from 1 to 97. We pride ourselves on the collaborative and proactive approach we share with clients. It is a thing of beauty to see a client pay for their child's college education after many years of planning, or equally beautiful to see a client fund a trust that will ensure their family legacy to future generations.

The name of our firm, IC360°, symbolizes our narrative that every successful client journey starts with having an holistic 360 degree plan on paper. We submerge ourselves in every client experience, goal, obstacle, and accomplishment brought to us as part of this journey. Our intimate setting is a major differentiator. You will feel that you have an advocate by your side. Better yet, a friend.


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

 

Let’s meet for a coffee

Who We Serve

  • Families & Individuals
  • Non-profits & Endowments
  • Trusts & Plan Sponsors

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

  •    
  •    
  •    

Phone: 208-863-0263

Email: bruno@investmentcapital360.com

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

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • Form CRS

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.

© 2025 IC360® Investment Capital. All rights reserved.

Website Design For Financial Services Professionals