We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
We put our client’s interests first, act with integrity and honesty and strive for excellence in every facet of our investment management practice.
Contact us today to find out how we can help with your wealth management and investment needs.
Listen. Educate. Design. Implement. Monitor. Report.
We believe these are the six keys to a successful client relationship.
iCapital is a Boston-based independent investment adviser founded in 1999 on three fundamental principles - Independence, Integrity and Innovation.
We offer comprehensive fee-only wealth management and fiduciary consulting services to individuals, qualified retirement plans, corporations, endowments and foundations.
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62 Plympton StreetBoston, Massachusetts02118 United States
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