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Rebalance Announcement – January 10, 2022

2021 was a unique year for asset class returns, with U.S. stocks soaring higher by 28.71%, while investment grade U.S. bonds declined by just over -1.54%. This has caused investors’ portfolios to drift away from their target allocations, leaving many with an overweight to equities and a corresponding underweight to fixed income.  

iCM’s Investment Team has elected to rebalance all strategies back to target, in order to realign client portfolios with their initial risk tolerance. Trading took place on Monday January 10th, 2022. If you have any questions, please feel free to reach out to a member of iCM’s Advisor Services Team at 1-888-ICM-INV9.

As always, thank you for you trust and confidence.

Important Disclosures

Integrated Capital Management, Inc. is an SEC Registered Investment Advisor. Registration does not imply any certain level of skill or training. Monthly “Market Flash” is intended solely to report on various investment views held by Integrated Capital Management. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable, but should not be assumed to be accurate or complete. References to specific securities, asset classes and financial markets are for illustrative purposes only and do not constitute a solicitation, offer or recommendation to purchase or sell a security.

Past performance is no guarantee of future results. Please note that investments in foreign markets are subject to special currency, political, and economic risks. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index.

Strategy performance results are net of fund expenses, gross of advisory fees and other expenses that would be incurred in the management of client accounts, such as commissions, transaction fees, and/or custodial charges, and reflect the reinvestment of dividends and capital gains. The client’s return will be reduced by the advisory fees Integrated Capital Management, Inc. charges for the management of an account. Individual account performance and investment management fees incurred by clients may vary as fees for smaller accounts are higher on a percentage basis than for larger accounts. Investment return and principal value will fluctuate, so shares, when redeemed, may be worth more or less than their original cost. For additional information regarding advisory fees, please review Integrated Capital Management, Inc.'s Form ADV Part 2A.

TICE Blended Index comprised of 32% S&P 500/8% MSCI EAFE/38% Barclays Aggregate Bond/20% Barclays Municipal Bond/2% Cash

For 1-on-1 Use with Clients Only. Not to be Distributed to Third Parties.