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
Wednesday, November 24, 2021

Earlier this week energy consumers witnessed a war of wills between energy consuming nations, led by the U.S.,…

Ryan J. Lehman
Thursday, November 18, 2021

Wells Fargo Asset Management recently announced a rebranding of their mutual fund…

Ryan J. Lehman
Friday, November 5, 2021

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…

Michael Paciotti
Monday, October 18, 2021

With the anticipated launch of the first U.S. listed crypto ETF just 24 hours away, there are a few key considerations that must be understood by investors who eagerly await its…

Ryan J. Lehman
Tuesday, October 5, 2021

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.…

Ryan J. Lehman
Monday, September 20, 2021

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…

Want to Learn More About
Our Unique Strategies?

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