Iconic Wealth Management

Iconic Wealth Management works with individual investors, high‑net‑worth individuals, and trusts to provide ongoing discretionary portfolio management, financial planning, and a separate derivatives strategy for qualified investors. Its services include customized investment management using combinations of ETFs and individual securities, regular monitoring and portfolio rebalancing, and financial plans available to non‑managed clients.

The firm describes its investment approach as a "Quantitative Value Bias," combining fundamental analysis, the Capital Asset Pricing Model, macroeconomic inputs and technical tools (including point‑and‑figure charting) to identify undervalued securities. It uses Riskalyze to assign a numeric risk tolerance to each account, targets portfolio allocations to match that risk number, and rebalances portfolios quarterly; for qualified clients it may overlay sector‑based covered‑call option programs.

What is distinctive about this firm is its small team and client base — two advisors managing roughly $15 million across 14 clients — which results in a high advisor‑to‑client ratio and a focus on individualized, discretionary management. The firm also bundles financial planning at no additional cost for its managed clients and runs a model‑driven derivatives/covered‑call program (diversified across nine S&P sectors) that is restricted to qualified investors; it does not accept authority to vote client proxies.