We developed the Icarus Portfolio Strategies program in an effort to deliver this balanced approach based on each client’s risk tolerance, time horizon, and investment objectives. As experienced portfolio designers and Private Investment Management* (PIM) Portfolio Managers our team uses the easy-to-understand steps of the Icarus strategies to create a portfolio designed specifically for you and your ever-changing needs. We can help you steer clear of flying too close to the sun.

Icarus Brochure