ICN Holding

ICN Holding primarily serves individual clients — including high‑net‑worth and non‑U.S. residents — and also works with corporate or business entity clients. The firm provides financial planning (typically at no additional charge), discretionary and non‑discretionary portfolio management, and referrals or implementation support for mutual funds, third‑party managers and insurance products through an affiliated insurance business.

The firm constructs individualized portfolios using mutual funds, ETFs and equities and employs a mix of fundamental and technical analysis, including CANSLIM and Elliott Wave approaches, with an emphasis on active trading and tactical cash adjustments as appropriate. USICN manages most client assets on a discretionary basis, provides quarterly reporting and reviews, and may use margin (borrowing) in separately managed accounts when authorized.

Notable distinctions relative to peers include a predominantly non‑U.S. client base and a very high client load per advisor (roughly 800 clients served by the firm), along with the use of performance‑based fee arrangements for non‑U.S. clients and revenue‑sharing relationships with third‑party managers. The firm also discloses relationships with offshore fund divisions and an affiliated insurance subsidiary and documents international lecturing and seminar activity by its principal, all noted as potential conflicts of interest in the brochure.