iCapital is a fee-only, independent, SEC registered Investment Advisor.
As a fee-only fiduciary we will unquestionably place your best interests first. Always.
We provide comprehensive wealth management to individuals and corporations. We deliver these services following our firms founding core principles:
Independence, Integrity and Innovation.
Our purpose is to build and preserve wealth. As fiduciaries, we put our client’s interests first, conduct ourselves with honesty and integrity, and strive for excellence in every facet of our practice. iCapital does this with the highest levels of trust, integrity and respect while always collaborating using a team approach. Our independence and transparency helps to ensure that our clients’ interests come first.
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
We succeed only when our clients achieve their goals.