I Capital
Financial Services, 62 Plympton St, Boston, Massachusetts, 02118, United States, 11-50 Employees
Phone Number: 61********
Who is ICAPITAL
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 pr...
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Headquarters: 62 Plympton St, Boston, Massachusetts, 02118, United States
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Employees: 11-50
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Revenue: $5 Million to $10 Million
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CEO:
Katie Umile
Email
Phone
Industry: Financial Services
SIC Code: 6799
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NAICS Code: 524210 |
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iCapital Org Chart and Mapping
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Frequently Asked Questions Regarding ICapital
Answer: iCapital's headquarters are located at 62 Plympton St, Boston, Massachusetts, 02118, United States
Answer: iCapital's phone number is 61********
Answer: iCapital's official website is https://icapllc.us
Answer: iCapital's revenue is $5 Million to $10 Million
Answer: iCapital's SIC: 6799
Answer: iCapital's NAICS: 524210
Answer: iCapital has 11-50 employees
Answer: iCapital is in Financial Services
Answer: iCapital contact info: Phone number: 61******** Website: https://icapllc.us
Answer: 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 firms practices as well as management of client assets. iCapitals 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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