Welcome to the iCapital Participant Services Website


As an SEC Registered Investment Adviser, iCapital provides comprehensive, fee-based asset management and consulting services to qualified retirement plans, foundations, endowments and individual investors.

Our philosophy is to provide our clients with the highest level of service and technical expertise in the preservation, growth and management of their wealth.

Our mission is to partner with clients to help them achieve their financial goals through objective asset allocation and management. As an acknowledged fiduciary, we put our clients' interests first, conduct ourselves with honesty and integrity, and strive for excellence in every facet of our practice.

We succeed only when you do.

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