iCapital, LLC

Financial ServicesMassachusetts, United States11-50 Employees

iCapital is a fiduciary consultant providing comprehensive, fee-based investment management and high-touch service to qualified retirement plans.  The firm operates on three fundamental principles: independence, integrity and innovation.  These principles are incorporated into all of the firm’s practices as well as management of client assets.  iCapital’s investment philosophy is firmly rooted in the Nobel-prize winning tenets of Modern Portfolio Theory (MPT), which espouses that for any given level of risk there is a portfolio that generates the optimum rate of return.  As an acknowledged qualified fiduciary adviser, iCapital monitors client needs and provides them with access to the appropriate combination of financial, ERISA and technology resources.  The firm recently obtained certification from the Centre for Fiduciary Excellence (CEFEX), an independent global assessment and certification organization.

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