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


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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.

See below

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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

 

Tactical Hybrid 

 

Tactical ESG


Boutique Investment Portfolios

 

Tactical Closed End Fund Tactical Income

 

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.

Personalized "White Glove" Service
Unique Specialty Portfolios
Client Meeting Availability (Individual & Group)
Low Minimum & Low Cost SMAs
Proposal, Paperwork & Implementation Support
Customizable Content
Unparalleled Access to the iCM Investment Team
Personalized Business Development Consulting & Strategy
Custom Analysis, Case Design, & Performance Reporting

Latest Market Research


 

Michael Paciotti
Tuesday, May 10, 2022

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.…

Pete Seyler
Thursday, April 21, 2022

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…

Ryan J. Lehman
Friday, April 8, 2022

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…

Ryan J. Lehman
Tuesday, March 8, 2022

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…

Ryan J. Lehman
Monday, February 28, 2022

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…

Michael Paciotti
Thursday, February 24, 2022

Friends, so far the 2020's have, shall I say, left something to be desired. Personally, I prefer 2019, so can we have that back!?! Of course, I speak of the global pandemic of the…

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Our Unique Strategies?

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