Creating Your Vision for

Wealth Management

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Achieving Success by

Sharing in Your Vision

We put our client’s interests first, act with integrity and honesty and strive for excellence in every facet of our investment management practice.

Learn More About

How We Help

Why Us?

Listen. Educate. Design. Implement. Monitor. Report.

We believe these are the six keys to a successful client relationship.

About

iCapital is a Boston-based independent investment adviser founded in 1999 on three fundamental principles - Independence, Integrity and Innovation.

Services

We offer comprehensive fee-only wealth management and fiduciary consulting services to individuals, qualified retirement plans, corporations, endowments and foundations.

Client Access

Click here for iCapital Retirement Plan Participant Login

Click here for iCapital Plan Sponsor Login

Click here for Elite Wealth Management Client Login