A complete list of active advisors currently associated with ICOM Advisors, LLC

Warmer can help you find a great advisor at ICOM Advisors, LLC or one who fits your needs even better.

ICOM Advisors serves individuals, trusts, estates, charitable organizations, corporations and other business entities, including both non‑high‑net‑worth and high‑net‑worth clients. The firm provides discretionary and non‑discretionary portfolio management and portfolio analysis services, advising primarily on mutual funds and exchange‑traded funds while monitoring accounts regularly and rebalancing as needed. The firm customizes portfolios using client suitability information and may implement firm model portfolios or employ sub‑advisers to manage portions of client accounts, with reviews at least quarterly. ICOM uses a mix of fundamental, technical and charting analysis and pursues long‑ and short‑term strategies, and it notes that tax efficiency is not its primary management objective. A distinctive feature is the firm’s ownership by ICOM Capital Group, LLC and its affiliation with private investment vehicles for which the parent serves as Managing Member; the brochure discloses these affiliated funds while stating they are not open to or solicited to advisory clients. Also atypical for peer firms, ICOM does not list comprehensive financial planning among its service offerings, focusing instead on investment management and portfolio analysis.

To learn more about the advisors currently working at ICOM Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.