Incomar Investments, LLC

Incomar Investments, LLC is a registered investment advisor based in Sugar Land, Texas, founded in 1997 by Michael S. Schiff and Jeffrey M. Feinberg. The firm specializes in managing money for high net-worth individuals, offering diversified investment advisory services including risk assessment, asset allocation, and traditional equity and fixed income management. Incomar also provides tailored advice, retirement planning, and estate planning services. The firm manages client assets totaling $95,405,216 as of December 31, 2024. Incomar charges advisory fees based on a percentage of total assets under management, typically 1% of the market value of assets at the beginning of each quarter. Fees are payable quarterly in advance for discretionary accounts and quarterly in arrears for Third Party Asset Management Services. Incomar's investment strategies include strategic asset allocation, utilizing passively-managed index and exchange-traded funds, actively-managed funds, dividend-paying stocks, and individual municipal, corporate, or government bonds. The firm employs fundamental and technical analysis methods to formulate investment advice. Clients of Incomar Investments, LLC have the option to grant discretionary authority for trading, with the firm having the ongoing responsibility to select and manage investments based on client objectives. Incomar does not manage accounts as part of a wrap or bundled fee program and does not accept compensation for the sale of securities or investment products. The firm's principals, Michael S. Schiff and Jeffrey M. Feinberg, have extensive educational backgrounds and experience in the financial industry. Incomar adheres to a strict Code of Ethics and maintains a Business Continuity Plan to ensure the security and confidentiality of client information. Clients receive regular reports and account reviews, and Incomar provides detailed information on its privacy policy and proxy voting practices.