The firm was founded over 47 years ago in Oxnard, California. For over 20 years BICC was the sole investment advisor to the Trust Department at Bank of A. Levy in Oxnard.
The traditional old fashioned management and disciplines used at the bank trust department are continued today.
All accounts are separately managed. Client portfolios are individually structured using individual blue chip stocks for the common stock allocation.
We use Schwab Institutional as a third-party custodian.