Phone: (949) 366-0761
Fax: (949) 366-0197
Drew S. Marloe, ICM’s Founder, President, Chief Executive Officer and Chairman of the Board, has been active in the financial services industry for more than 20 years. Born in Philadelphia, Pennsylvania, he earned his undergraduate degrees in both Finance and Investments from Babson College in Wellesley, Massachusetts, where he also completed his Masters in Business Administration (MBA) with a concentration in Marketing. Drew founded Independent Capital Management, Inc. in 1988 after working with several proprietary Wall Street-based firms and has opened and managed Branch offices in Massachusetts, Phoenix and Tucson. Drew has personally opened more than 40 Branch office locations throughout his career, including New York, Tampa, Chicago, St. Louis, Washington D.C. and Denver.
While working as a Registered Principal with SagePoint Financial , Inc., Drew currently oversees more than 30 OSJ Branch offices throughout the nation. He is a member of the Management Advisory Council of SagePoint Financial , Inc., a constant Archon (Sales Leader), Field Development Leader, Million Dollar Club member and Production Group leader.* Drew is also a leading Managing General Agent (MGA) with several top life insurance companies, leading in life and annuity premium, recruiting and lives insured. Drew led ICM into the Inc. 500 in 1996 and 1997 as one of the fastest growing private companies in America. Drew is an Investment Advisor Representative with Independent Capital Management Inc., a Registered Investment Advisor, not affiliated with SagePoint Financial Inc. Drew resides in San Clemente, California with his wife Michelle and their three children, Jonathan, Jacqueline and Kenneth.
* Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client’s evaluation.