Brian Kent Hathaway

Hathaway & Associates is a small-cap growth manager.

Provides brokerage services

Functions as a College/University

ICM primarily invests in liquid publicly traded securities with a focus on diversification, quality, and safety. Equity and fixed income investments, including related ETFs and mutual funds, typically comprise most of the invested assets for most client portfolios. The firm is a long-term investor and typically has a low turnover. They engage in fundamental research in selecting specific investments and strategically allocate assets based on value and perceived opportunities in the global markets. ICM generally sells a stock when its price is substantially above its normalized valuation level, if there is a material change in the underlying fundamentals, or if the position size exceeds their risk management target.