About Us
Founded in 1999 by Katie Umile AIFA, iCapital,LLC became an SEC registered investment adviser in 2002. iCapital provides comprehensive, fee-based wealth management and consulting services to qualified retirement plans. The firm'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.
iCapital was founded on three fundamental principles- independence, integrity and innovation. These principles are incorporated into all of our practices as well as the management of client assets. We believe the key to finding the appropriate retirement plan provider lies in indentifying one that offers a broad range of services that can be customized to your specific needs. As and acknowledged qualified fiduciary adviser, it is our responsibility to monitor your sityation, listen to your needs and provide you with access to the appropriate combination of financial, ERISA and technology resources.
Our Services
Fiduciary Consulting
Our Fiduciary Consulting services provide a fully customizable solution offering multiple options to enhance your existing retirement plan. In today's environment, retirement plan sponsors are facing an important challenge;how best to manage their fiduciary liability exposure. iCapital provides consulting services that can help you effectively meet this critical challenge.
Retirement Plan Sponsor Services
Our Fiduciary Consulting services provide a fully customizable solution offering multiple options to enhance your existing retirement plan. In today's environment, retirement plan sponsors are facing an important challenge;how best to manage their fiduciary liability exposure. iCapital provides consulting services that can help you effectively meet this critical challenge.
Individual Wealth Management
In addition to our Fiduciary Consulting Services, iCapital offers a full service retirement plan solution focusing on fiduciary diligence, extensive participant education, diverse investment options and full disclosure of all fees and expenses.
Placeholder for Additional Services
Our Fiduciary Consulting services provide a fully customizable solution offering multiple options to enhance your existing retirement plan. In today's environment, retirement plan sponsors are facing an important challenge;how best to manage their fiduciary liability exposure. iCapital provides consulting services that can help you effectively meet this critical challenge.
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Industrial News
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06/12/2014
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Live help for plan services
1.877.459.4568 or askicapital@icapllc.us