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.
Company Details
- Employees
- 24
- Address
- Boston, Us
- Phone
- 972-3-901-3760
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.icapllc.us
- Keywords
- Follow.
- HQ
- Boston
Icapital, Llc Questions
Icapital, Llc's helpline number is 972-3-901-3760
Icapital, Llc's website is http://www.icapllc.us
Icapital, Llc's LinkedIn profile is https://www.linkedin.com/company/icapital
Icapital, Llc has
24 employees.
View email and phone details for 24
employees at Icapital, Llc.
Icapital, Llc's industry is
Financial Services
Icapital, Llc's top competitors are
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Icapital, Llc's categories are Financial Services
