Below you will find the latest content and information for iCM's suite of investment strategies. Each tab leads to a specific strategy type offered by iCM. You will find the latest video content, strategy guides, and fact sheets for all of our portfolios. Along your journey, should you have a question, please feel free to submit a question via form submission, or schedule time with an iCM Investment Specialist by clicking the 
links provided below.
iCM's Chief Investment Officer, Mike Paciotti, CFA, provides a short run down of our valuations-centric approach to investing, which is used in iCM's Tactical ETF portfolios.
Watch to learn how our investment team constructs portfolios to create long-term value for investors.
This strategy overview is a helpful client-facing piece that quickly explains iCM's philosophy & process and why our valuations-based approach is a great fit for the long-term investor.
Click the image to access the latest fact sheets for iCM's Tactical ETF portfolios.
iCM's Chief Investment Officer, Mike Paciotti, CFA, provides a short run down of our valuations-centric approach to investing, which is used in iCM's Tactical Hybrid portfolios.
Watch to learn how our investment team constructs portfolios to create long-term value for investors.
iCM's Chief Investment Officer, Mike Paciotti, CFA, provides a short run down of our valuations-centric approach to investing, which is used in iCM's Tactical Tax Sensitive portfolios.
Watch to learn how our investment team constructs portfolios to create long-term value for investors.
This strategy overview is a helpful client-facing piece that quickly explains iCM's philosophy & process and why our valuations-based approach is a great fit for the long-term investor.
Click the image to access the latest fact sheets for iCM's Tactical Hybrid portfolios.
iCM's Director of Investments, Ryan Lehman, CFA, CAIA, provides a short run down of our valuations-centric approach to investing, which is used in iCM's Tactical ESG portfolios.
Watch to learn how our investment team constructs portfolios to create long-term value for investors.
This strategy overview is a helpful client-facing piece that quickly explains iCM's philosophy & process and why our valuations-based approach is a great fit for the long-term investor.
Click the image to access the latest fact sheets for iCM's Tactical ESG portfolios.
iCM's Director of Investments, Ryan Lehman, CFA, CAIA, provides a short run down of our valuations-centric approach to investing, which is used in iCM's TICE portfolio.
Watch to learn how our investment team constructs portfolios to create long-term value for investors.
iCM's Director of Investments, Ryan Lehman, CFA, CAIA, provides a short run down of our valuations-centric approach to investing, which is used in iCM's TICE Alpha Opportunities portfolios.
Watch to learn how our investment team constructs portfolios to create long-term value for investors.
This strategy overview is a helpful client-facing piece that quickly explains iCM's philosophy & process and why our valuations-based approach is a great fit for the long-term investor.
This strategy overview is a helpful client-facing piece that quickly explains iCM's philosophy & process and why our valuations-based approach is a great fit for the long-term investor.
Click the image to access the latest fact sheets for iCM's TICE & TICE Alpha Opportunities portfolios.
Please feel free to fill out the form to submit your question.
Timely investment insights at your fingertips.
Click the thumbnail to access our quarterly Asset Class Expected Returns piece.
Watch a replay of the most recent Quarterly Market Insights webcast.
Click the thumbnail to access our most recent Quarterly Letter.
Check out our gallery to see some of our memorable moments.
iCM was founded in 2009 with the goal of delivering a valuations-based investment solution to financial advisors that would allow them to grow their practices with efficiency, scale, and confidence.
Please feel free to fill out the form to send us a question!
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