Strategies & Services
What sets iCM apart from other investment firms? A documented and repeatable, scientific investment process based on tried-and-true principles of money management and investment advice.
Ours is not just another sales story...we don’t make decisions based on hunches, gut instincts, or the “trust me, I know what I’m doing” approaches of some Wall Street talking heads. Instead, we provide a suite of investment management services to advisors to meet a wide range of goals and objectives.
See it first-hand
Advisor Services
Our Mission
We provide financial advisors with an investment management offering that is understandable, easily applicable, and free from conflicts of interest. We believe in our documented, consistent and repeatable, scientific investment process and are guided by an investment philosophy that has stood the test of time.
Our unique investment solutions coupled with an unparalleled service offering is the "iCM Difference."
Where to Find Us
Our unique strategies can be found on popular advisor-technology platforms and custodians nationwide.
Our Strategies
iCM's strategies are broadly distributed on a number of popular platforms and custodians!
For Strategy Guides, Fact Sheets, & Exclusive Content, please register today!
Traditional Risk-Based Model Portfolios
| Tactical ETF | Tactical Mutual Fund |
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Tactical Hybrid |
Tactical ESG |
Boutique Investment Portfolios
| Tactical Closed End Fund | Tactical Income |
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Liquid Alternatives |
Strategic Beta Portfolios |
3(38) Retirement Plan Services
Making Life Easier
Collectively, the iCM team has decades of industry experience working with a diverse mix of clients including institutions, high net worth investors, and individual investors. Our extensive suite of advisor services includes traditional services including:
| Timely Market Insights & Research |
| Risk-Based Model Portfolios (100% Fixed Income to 100% Equity) |
However, the "iCM Difference" is in the high-impact, advisor-focused solutions that help today's financial advisors play a bigger game.
Latest Market Research
U.S. equity investors experienced a great deal of volatility in May, as they were forced to digest uninspiring inflation and GDP data and continued to grapple with ongoing concerns over future interest rate hikes and imminent quantitative tightening.…
After a lackluster Q1, markets got off to a rocky start to begin the 2nd quarter with the S&P 500 declining by -8.72% and the Bloomberg US Aggregate Bond Index declined by -3.79% in the month of April bringing YTD losses to -12.…
We are excited to announce the latest fact sheets for our investment offerings are now available. Please follow the link below to access the 3/31/2022 materials.
As always, please reach out to either Brian Tugend or…
Q1 2022 marked the S&P 500’s first negative quarter since the COVID-19 driven sell-off of early 2020. During the first three months of the year, investors were hit with volatility from all angles, ranging from concerns over inflation and higher…
February was a volatile month for both equity and fixed income investors. It all started with a near record-high inflation report early in the month that stoked fears of a 50-bps rate hike at the Fed’s March meeting, exceeding the generally held…
The Russia/Ukraine conflict that has been evolving over the last few weeks has injected a high level of volatility into both equity and fixed income markets across the globe. Given these events, we feel it’s important to proactively communicate our…