Iota Capital Management, LLC is the vanguard of investment education and execution for the members of the Iota chapter. Our mission is to instill foundational financial acumen in the brothers of Iota so that each can express his or her own view of financial markets and utilize the knowledge in his or her respective careers.
ICM is run by senior and junior analysts from the Iota chapter, who operate at different levels, but work cohesively to provide the best education, portfolio returns, and experience for the active chapter. They are tasked with analyzing a broad range of economic sectors, including consumer discretionary and staples, financials, industrial goods, healthcare, energy, materials, information technology, telecommunication services, utilities, and real estate. The lessons, pedagogy, and asset holdings of ICM reflect our organization’s aim to provide our analysts—and through them, our members—the skills and confidence to become successful investors and educated financial experts.