ICN HOLDING

Overview

ICN Holding is an independent registered investment adviser organized as a corporation and run by an individual owner. The firm acts as a capital allocator for a mixed client base that includes individuals, families and institutional accounts. Its advisory capabilities span financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selection of other advisers, and educational seminars and workshops. Fee arrangements encompass a percentage-of-assets model, performance-based fees and other negotiated structures. Investment activity at ICN Holding is equity‑tilted: the firm expresses a clear preference for exchange‑traded equities as the primary building block of client portfolios, while layering in third‑party alternative managers and traditional fixed‑income vehicles where appropriate. The firm is not positioned as an active ESG investor. Given the use of performance fees and external managers, ICN Holding appears comfortable running concentrated, manager-driven mandates alongside broad market exposure.

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Public Holdings

Investments & Alternatives

Location & Offices