Icapital, Llc
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 firm’s practices as well as management of client assets. iCapital’s 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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Verified contacts
21
available on Kipplo
LinkedIn employees
25
11 to 50 range
Open roles
—
no listings
Distinct roles
20
indexed titles
Tech stack
2
tools in use
Monthly traffic
145
organic / mo
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Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- RR
Ryan Rutherford
Client Advisor · Sales & Business Development
EmailPhone - EK
Erika Krohomer
Firm Associate · Legal
EmailPhone - KU
Katie Umile
CEO · General Business & Management
EmailPhone - MR
Meghan Rooney
&, · Other
EmailPhone - JM
Joe Moran
Senior Sales Executive · Sales & Business Development
EmailPhone - KN
Kathryn Noboru
Client Relations · Customer/Client Service
EmailPhone - MK
Molly Kummerle
Retirement Plan Consultant · Finance & Accounting
EmailPhone - CL
Cheryl Lovelace
Founder · General Business & Management
EmailPhone
Showing 8 of 21 verified contacts
Top roles at Icapital, Llc
20 distinct titles indexed · top 10 shown.
- 2client advisor
- 1&,
- 1admin
- 1ceo
- 1chief business development officer
- 1client relations
- 1company secretary
- 1coo
- 1data application support
- 1firm associate
- +10more titles
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