A complete list of active advisors currently associated with ICON Capital Management, LLC

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

The firm provides discretionary portfolio management, limited financial planning, and consulting to individuals, trusts, estates, and pension and profit‑sharing plans. It manages client portfolios on a discretionary basis and typically delivers financial planning in conjunction with ongoing portfolio management rather than as a stand‑alone service. At the outset of each engagement the firm gathers client information to develop a Financial Profile and a tailored Investment Plan, then implements that plan using mutual funds, ETFs and a limited number of individual stocks. Investment decisions emphasize diversification and may employ long‑ and short‑term strategies and, for equities, fundamental analysis; accounts are reviewed at least quarterly. What distinguishes the firm is its retirement-plan advisory practice: it provides pension and profit‑sharing plan consulting, may act as an ERISA fiduciary (including non‑discretionary 3(21) advice or discretionary 3(38) management), and offers participant education and enrollment services. The firm also negotiates project scopes and fees for consulting engagements, integrating plan-level services with its individual wealth management work.

To learn more about the advisors currently working at ICON Capital Management, 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.