No Conflicts of Interest Unbiased Third-Party Approach: We are completely objective when we advise clients because we are not hindered by the conflicts of interest present in many traditional brokerage firms. ICG does not “manage money,” we do not offer trust services. A hundred percent of our revenues are generated from the investment advice and portfolio construction work that we provide for clients.

Objective Manager Selection: ICG receives payment from its clients based solely on a fixed percentage of assets. We neither charge incentive fees, nor do we have any compensatory arrangements with our managers. In fact, we are often able to negotiate discounted fees and terms with managers, which we pass directly on to the client.

Size Boutique: Unlike many commoditized consulting models that are packaged and sold to countless clients, our core strength revolves around a smaller, highly focused, and customized consulting practice. Our investment team is intimately involved in every step of the investment process from manager due diligence to portfolio construction and client service.

Manager Access: Many “best-in-class” managers will not distribute their funds through traditional brokerage firms or larger consulting platforms. Our size allows us to seek out investment managers whose business models are predicated on generating returns as opposed to gathering assets.

Client Service Client-Centric: At ICG, we are dedicated to providing clients with superior service unhindered by large-firm bureaucracy.

100% Employee Owned: ICG is an independent, privately owned investment consulting firm. The success of our business correlates directly with our clients’ success.

Experience Portfolio Construction: The ICG investment team has been building individually customized portfolios for clients since 1988. Such breadth and depth of investment experience have allowed all ICG clients to outperform their passive benchmark on a risk-adjusted basis over a full market cycle.

Market Knowledge: We have assembled a team of seasoned investment professionals to focus on preserving client capital in any market environment while constantly searching for ways to generate returns.