About iCM

What sets iCM apart from other investment firms? It is our 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 and individuals to meet a wide range of financial goals and objectives.


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Two sides of investing

Investing does not need to be overly complex to be effective or a good fit for an investor’s overall plan. There does need to be a clarity of purpose driven by a clear belief system, consistent process, and a commitment to seeing it through. We invite you to explore key concepts in a way that fits your preference for information.

Left Brain

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Right Brain

Along with your financial advisor, we work to eliminate the "I don't know” anxieties of investing that plague many investors. We do this by delivering a CLARITY OF PURPOSE – offering investors a concise view of how decisions are made, as well as, how we will behave in both good markets and bad. It is this uncommon clarity that is delivered by Scientific Investing.

Our Philosophy

Having an investment philosophy, or core set of beliefs, is crucial to your success as an investor.  It is essentially the blueprint or genetic code of an investment program.  At iCM, our investment philosophy defines our very character and nature, it is who we are.

Unlike many investors, we refuse to get swept up in the latest investment fads, nor will we chase the performance of yesterday's winners.  Our portfolios are designed for the long-term and are managed using a time-tested and disciplined approach based on empirically proven research.

To learn more about our core beliefs, see this brief video:

"It is said an Eastern monarch once charged his wise men to invent him a sentence, to be ever in view, and which should be true and appropriate in all times and situations. They presented him the words: 'And this, too, shall pass away.' How much it expresses! How chastening in the hour of pride!—how consoling in the depths of affliction! 'And this, too, shall pass away.' And yet let us hope it is not quite true."


Our Process

iCM's investment process is a manifestation of our investment philosophy which is evident in the implementation of our portfolios.

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Long Term Capital Markets Expectation

Historical estimates of risk and return.

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Long Term
Valuation Analysis

Quantify the return opportunity from various valuation levels.

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Current Valuation Analysis

Measure and quantify fair value as well as dispersion from fair value while being mindful of paradigm shifts.

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Tactical Decision

Over or underweight decisions, as well as vehicle selection are implemented in a series of meaningful steps as valuations become more compelling.

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Components of our Process

Our robust investment process is documented, consistent, and repeatable.

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Diversify amongst an array of sub-asset classes to maintain a more consistent risk experience
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Asset class rotation based on relative valuations within the financial markets
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Select from a diverse pool of investment vehicles to capture desired market exposures
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Multiple layers of risk management including active and passive risk

Get In Touch With Us.

Now that you know our mindset and perspective on investing, reach out to see how you might be able to work with us. To see what our team looks like, visit the Team page.

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Want to Learn More About
Our Unique Strategies?

Schedule a call