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Creating Your Vision for

Wealth Management

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


 

Achieving Success by

Sharing in Your Vision

We put our client’s interests first, act with integrity and honesty and strive for excellence in every facet of our investment management practice.

Learn More  About

How We Help

Contact us today to find out how we can help with your wealth management and investment needs.

Why Us?

Listen. Educate. Design. Implement. Monitor. Report.

We believe these are the six keys to a successful client relationship.

 

About

iCapital is a Boston-based independent investment adviser founded in 1999 on three fundamental principles - Independence, Integrity and Innovation.

 

 

Services

We offer comprehensive fee-only wealth management and fiduciary consulting services to individuals, qualified retirement plans, corporations, endowments and foundations.

 

Client Access

Click here for iCapital Retirement Plan Participant Login

Click here for iCapital Plan Sponsor Login

Click here for Elite Wealth Management Client Login

Home

Address

62 Plympton Street
Boston, Massachusetts
02118 United States

Contact Us

617-542-8700

info@icapllc.us

 CEFEX Certified

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