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


Ryan J. Lehman
Monday, March 13, 2023

As a follow up to our recent blog post, in the last 24 hours markets received some resolution to the Silicon Valley Bank (SVB) drama. Most notably, the U.S. government enacted…

Michael Paciotti
Sunday, March 12, 2023

Folks...lots of rumblings on the Silicon Valley Bank (SVB) failure ranging from the sky is falling to nothing to see here.  Everyone is sifting through the ashes and data is…

Ryan J. Lehman
Tuesday, March 7, 2023

The market’s 2023 rally fizzled in February as strong economic data led to the realization that rates may need to be higher than expected in order to tame inflation. This…

Ryan J. Lehman
Tuesday, February 7, 2023

Markets started the new year with strong returns across nearly all equity and fixed income asset classes, a welcome reversal following the losses most investors experienced in…

Ryan J. Lehman
Tuesday, January 10, 2023

2022 ended as one of the worst calendar years on record for investors, with U.S. large cap stocks declining by just over -18% and investment grade bonds sliding by -13%. While…

Ryan J. Lehman
Friday, December 9, 2022

Cooling inflation and optimism over the future path of interest rates led markets higher across the globe in November. The benchmark S&P 500 gained 5.59% on the month, while the Bloomberg Aggregate Bond index advanced by…

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Our Unique Strategies?

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