CONSULTING SERVICES

ICM Consulting Services provide revolutionary support for Internal Portfolio Managers. Our services are offered on an hourly or fixed-cost basis.

Continued Support

ICM provides state-of-the-art analytic tools and community-based investment strategies that make portfolio management safe, efficient, and rewarding. We support our clients throughout the investment process with continued support.

Legacy Documents

Legacy documents include investment policy, portfolio strategy statement, cash flow and tax base analyses, and reporting templates. ICM's Five-Step Process keeps it all on track. 

Financial Analysis

Base your investment strategy upon comprehensive tax base and cash flow analyses. Integrate investments and budgets to maximize interest earnings while meeting liquidity needs.

Custom Investment Strategy

Develop a custom investment strategy to build an efficient, trading platform. Save time, money and optimize returns.