At iCapital we partner with clients to help achieve financial goals through careful advice, and objective allocation and management of invested assets.
We work closely with individual investors to develop wealth and investment management strategies and then identify investment opportunities to help them reach their objectives.
We are a qualified fiduciary and will hold your interests above ours, always.
iCapital has developed a consistent approach to asset management that has been tested in varying market conditions over the past 14 years. Our firm was founded on three simple core beliefs; to provide independence, integrity and innovation in the management of our clients’ wealth. Our founder incorporated these principles at the onset of the firm in 1999 (SEC Registration 2002) with a vision of delivering conflict free asset management and financial planning services well before it was fashionable. We have a strong long-term track record through some of the most volatile markets in recent history, which will help assure you that our seasoned team is ready to deliver regardless of market conditions.
As a fiduciary to your assets, we’re committed to helping you reach your financial objectives. One important way we do this is to provide a high degree of safety for your assets which we custody with Fidelity Investments. This partnership allows us the ability to manage your overall investment approach independently, while also providing access to the services of one of the world’s leading financial firms.
We believe in creating the type of relationship you deserve for the management of your hard earned savings. We are a firm grounded in process and committed to providing a personal, individualized approach to the management of client assets.
To learn more about our individual investor services feel free to contact us.
