THE CO-OP

Rural communities are challenged by powerful forces of economic change.

These challenges demand unique solutions.

Rural America deserves affordable, high-quality, community-based

financial resource management.

The Co-op provides sound, forward-thinking strategies that:

  • Optimize financial resources

  • Prioritize specific investment goals

  • Build stronger, diversified local economies

  • Coordinate continuing education & support with long-range goals

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ICM partners with rural cities and counties with an integrated community approach.

TRAINING

  • A 2-day seminar designed exclusively for rural communities

  • Set community-based financial goals

  • Understand cash flow and tax base analysis

  • Develop an economic sustainability strategy

  • Learn to build a safe, liquid, custom portfolio

TRAINING

TOOLS

  • Templates for all analysis and financial reporting

  • Proven 5-Step Process keeps you on track for success

  • Legacy documents including:

    • Investment policy​

    • Model portfolio

    • Portfolio strategy statement

TOOLS

SUPPORT

  • Help to perform your cash flow and tax base analysis

  • Assistance building your portfolio with U.S. Government securities  & CDs

  • 90 days of telephone, email and webinar help​

  • Support beyond 90 days for an hourly fee

SUPPORT