Welcome to the iCM Advisor Content Center
This is your gateway to timely research, strategy updates, and practical resources — all built to help you navigate client conversations with confidence.
Strategies Available Across Leading Platforms
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Strategy Availability May Vary By RIA
Quick Hit Video - Tactical Income Closed End (TICE)
iCM's Director of Investments, Ryan Lehman, CFA, CAIA, provides a short run down of our valuations-centric approach to investing, which is used in iCM's TICE portfolio.
Watch to learn how our investment team constructs portfolios to create long-term value for investors.
Quick Hit Video - TICE Alpha Opportunities (TAO)
iCM's Director of Investments, Ryan Lehman, CFA, CAIA, provides a short run down of our valuations-centric approach to investing, which is used in iCM's TICE Alpha Opportunities portfolios.

Watch to learn how our investment team constructs portfolios to create long-term value for investors.
Strategy Materials- TICE
This strategy overview is a helpful client-facing piece that quickly explains iCM's philosophy & process and why our valuations-based approach is a great fit for the long-term investor.
Strategy Materials- TAO
This strategy overview is a helpful client-facing piece that quickly explains iCM's philosophy & process and why our valuations-based approach is a great fit for the long-term investor.
Quick Hit Video - Tactical ETF
iCM's Chief Investment Officer, Mike Paciotti, CFA, provides a short run down of our valuations-centric approach to investing, which is used in iCM's Tactical ETF portfolios.
Watch to learn how our
investment team constructs portfolios to create long-term value for investors.
Strategy Description - Tactical ETF
This strategy overview is a helpful client-facing piece that quickly explains iCM's philosophy & process and why our valuations-based approach is a great fit for the long-term investor.
Quick Hit Video - Tactical Hybrid - Standard
iCM's Chief Investment Officer, Mike Paciotti, CFA, provides a short run down of our valuations-centric approach to investing, which is used in iCM's Tactical Hybrid portfolios.

Watch to learn how our investment team constructs portfolios to create long-term value for investors.
Quick Hit Video - Tactical Hybrid - Tax Sensitive
iCM's Chief Investment Officer, Mike Paciotti, CFA, provides a short run down of our valuations-centric approach to investing, which is used in iCM's Tactical Tax Sensitive portfolios.
Watch to learn how our investment team constructs portfolios to create long-term value for investors.
Strategy Description - Tactical Hybrid
This strategy overview is a helpful client-facing piece that quickly explains iCM's philosophy & process and why our valuations-based approach is a great fit for the long-term investor.
Strategy Fact Sheets - Tactical Hybrid
iCM's Chief Investment Officer, Mike Paciotti, CFA, provides a short run down of our valuations-centric approach to investing, which is used in iCM's Tactical Tax Sensitive portfolios.
Quick Hit Video - Tactical ESG
iCM's Director of Investments, Ryan Lehman, CFA, CAIA, provides a short run down of our valuations-centric approach to investing, which is used in iCM's Tactical ESG portfolios.
Watch to learn how our investment team constructs portfolios to create long-term value for investors.
Strategy Pitchbook - Tactical ESG
This strategy overview is a helpful client-facing piece that quickly explains iCM's philosophy & process and why our valuations-based approach is a great fit for the long-term investor.
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