Verb,

To Light up; Brighten

ABOUT US

We are an asset management and wealth advisory firm located on Bainbridge Island, a short ferry ride from Seattle. 

Our team has over 90 years of combined experience in finance and has worked together since 2004.

We offer wealth planning using the latest interactive needs-based financial tools. 

Our two core investment strategy types include:

      -US Equity Growth Strategies

      -Uncorrelated Asset Allocation Strategies

 

LLC ADVISORY SERVICES ARE OFFERED THROUGH CS PLANNING CORP., AN SEC REGISTERED INVESTMENT ADVISORY FIRM, WHOLLY OWNED BY FOCUSPOINT SOLUTIONS, INC.

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Our Team

mark

Mark McComsey

Mark is the CEO and Chief Investment Officer at Illumine Investment Management, LLC. In these roles, he is responsible for the overall management of the firm and its investment strategies.

Mark was previously Chief Investment Strategist at Beverly Hills Wealth Management (BHWM), where he was responsible for asset allocation and security selection of managed investment strategies. Prior to BHWM, he was Managing Director And Chief Investment Officer at McComsey Asset Management (MAM). Prior to MAM, Mark held positions at Morgan Stanely and Merril.

lucinda

Lucinda Alden

Lucinda Alden is a Wealth Management Advisor with more than 17 years of experience providing financial advice to wealthy families and companies, assisting wealthy families and individuals in managing their financial strategy, while advising them in structuring their investments.

She has obtained Certified Investment Management Analyst (CIMA) through Wharton and is a Certified Retirement Planning Counselor (CRPC). She is a University of Iowa graduate with a degree in accounting and continues to be a member of the Iowa Society of Certified Public Accountants.

Her broad financial background has included positions as CFO, Vice President, and Controller for various companies, both Fortune 500 and smaller. She is a former Board member and past President of Financial Executives International, Los Angeles Chapter, a past Deacon for the Bel Air Presbyterian Church, and is a member of both Mensa and past Board member of the Blue Ribbon with the Performing Arts Center of Los Angeles.

ivan

Ivan Jevremovic

Ivan is the COO at Illumine Investment Management, LLC. and is responsible for the day-to-day operations of the business. Prior to joining Illumine, he was Vice President of Asset Management at Beverly Hills Wealth Mangement (BHWM), and prior to BHWM, he was Chief Compliance Officer at McComsey Asset Management. 

He started his career as a Financial Advisor at Morgan Stanely. Ivan holds a BBA in Finance and a BBA in Management Information Systems from Loyola University Chicago. 

Maya

Maya McComsey

Maya helps with data entry, daily operations, client communication, marketing, website/social media outreach, and back office support. 

scot

Scot Gray

Mr.Gray specializes in deploying highly efficient, scalable systems to provide a best-in-class technology suite for modern Registered Investment Advisor (RIA) operations. Expertise includes cloud architecture and systems design, as well as legacy migration and hybrid deployments for venture capital oversight groups and tech start ups. Scot’s experience includes serving as Chief Technology officer at Beverly Hills Wealth Management, Vice President- Enterprise Architect at Bank of America, Vice President- Enterprise Architect Countrywide Home Loans Systems, and Architect at Alpha Micro Systems. 

Our Team

Your Financial Success Is Our Priority

mark

Mark McComsey

Mark is the CEO and Chief Investment Officer at Illumine Investment Management, LLC. In these roles, he is responsible for the overall management of the firm and its investment strategies.

Mark was previously Chief Investment Strategist at Beverly Hills Wealth Management (BHWM), where he was responsible for asset allocation and security selection of managed investment strategies. Prior to BHWM, he was Managing Director And Chief Investment Officer at McComsey Asset Management (MAM). Prior to MAM, Mark held positions at Morgan Stanely and Merril.

Lucinda Alden

Lucinda Alden is a Wealth Management Advisor with more than 17 years of experience providing financial advice to wealthy families and companies, assisting wealthy families and individuals in managing their financial strategy, while advising them in structuring their investments.

She has obtained Certified Investment Management Analyst (CIMA) through Wharton and is a Certified Retirement Planning Counselor (CRPC). She is a University of Iowa graduate with a degree in accounting and continues to be a member of the Iowa Society of Certified Public Accountants.

Her broad financial background has included positions as CFO, Vice President, and Controller for various companies, both Fortune 500 and smaller. She is a former Board member and past President of Financial Executives International, Los Angeles Chapter, a past Deacon for the Bel Air Presbyterian Church, and is a member of both Mensa and past Board member of the Blue Ribbon with the Performing Arts Center of Los Angeles.

Ivan Jevremovic

Ivan is the COO at Illumine Investment Management, LLC. and is responsible for the day-to-day operations of the business. Prior to joining Illumine, he was Vice President of Asset Management at Beverly Hills Wealth Mangement (BHWM), and prior to BHWM, he was Chief Compliance Officer at McComsey Asset Management. 

He started his career as a Financial Advisor at Morgan Stanely. Ivan holds a BBA in Finance and a BBA in Management Information Systems from Loyola University Chicago. 

Maya McComsey

Maya helps with data entry, daily operations, client communication, marketing, website/social media outreach, and back office support. 

Scot Gray

Mr.Gray specializes in deploying highly efficient, scalable systems to provide a best-in-class technology suite for modern Registered Investment Advisor (RIA) operations. Expertise includes cloud architecture and systems design, as well as legacy migration and hybrid deployments for venture capital oversight groups and tech start ups. Scot’s experience includes serving as Chief Technology officer at Beverly Hills Wealth Management, Vice President- Enterprise Architect at Bank of America, Vice President- Enterprise Architect Countrywide Home Loans Systems, and Architect at Alpha Micro Systems. 

Strategies

Large Capitalization Growth US Equity Strategy

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All Capitalization US Equity Strategy with a portion of the portfolio invested in non correlated holdings using Mutual Funds, ETFs, and CEF’s.

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Small Capitalization Growth US Equity

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A diversified strategy of mutual funds, ETF’s and CEF’s with global exposure in equities, fixed income, and liquid alternatives.

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Contact Us

Location

(Main)

900 Winslow Way East, Suite 300, Bainbridge Island, WA 98110

(By appointment Only)

11601 Wilshire Blvd, 5th Floor, Los Angeles, CA 90025

Contact Us

Phone: 

(424) 322-7500 (Main)

(424) 299-4812 (Fax)

Email: info@illumineim.com

Our Hours

MON-FRI: 8:00 – 4:00

Contact Us

Location

(Main)

900 Winslow Way East, Suite 300, Bainbridge Island, WA 98110

(By appointment Only)

11601 Wilshire Blvd, 5th Floor, Los Angeles, CA 90025

Contact Us

Phone : 

(424) 322-7500 (Main)

(424) 299-4812 (Fax)

Email: info@illumineim.com

Our Hours

MON-FRI: 8:00 – 4:00

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