Services

Wealth Management

iCapital seeks to build and preserve your wealth. Through client-specific analysis, research, 
and implementation, our services are designed to secure your financial well-being for the future. As your independent wealth manager, we are dedicated to delivering objective advice consistent with your needs and goals.

Retirement Plans

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.

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.