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
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."
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|
Boutique Investment Portfolios
|Tactical Closed End Fund||Tactical Income|
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
Wells Fargo Asset Management recently announced a rebranding of their mutual fund…
After a disappointing September, U.S. stocks soared to new highs in October, advancing by just over 7%. Returns were largely driven by positive earnings news for Q3, where more than 80% of companies have thus far reported a…
The so-called “September Effect” held true in 2021, with nearly all major asset classes ending the month in negative territory. Broad-basket commodities were the lone asset to produce positive returns, +4.98%, with cash investments remaining flat.…
Our team has received a number of inquiries, regarding the negative news surrounding Chinese real estate developer, China Evergrande Group (Evergrande). More specifically, our clients and advisor partners have inquired about the degree of Evergrande…