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    Icapital, Llc

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    Description

    • 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 firms practices as well as management of client assets. iCapitals 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.
    • location

      Headquarters: , Pittsburgh, Pennsylvania, United States

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    • Icapital, Llc phone

      Phone Number:

    • Icapital, Llc website

      Website: https://www.icapllc.us

    • Icapital, Llc employees

      Employees:24

    • Icapital, Llc revenue

      Revenue:$1 - 10M

    • Icapital, Llc legal name

      Legal Name:Icapital, Llc

    • Icapital, Llc's Social Media

      Icapital, Llc linkedin
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    CEO for Icapital, Llc

    Katie Umile

    Chief Executive Officer

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    View Employees

    Abuopaida Hamid

    Chief Business Development Officer

    Rosemary Nguyen

    Managing Director

    Tanya Mcmahon

    Director Of Marketing Operations

    Eslam Refaat

    Business Development Manager

    Frequently Asked Questions regarding Icapital, Llc

    • What is Icapital, Llc's official website?

      Icapital, Llc's official website is https://www.icapllc.us

    • What is Icapital, Llc's Revenue?

      Icapital, Llc's revenue is $1 - 10M

    • What is Icapital, Llc's NAICS code?

      Icapital, Llc's NAICS code is 523110

    • How many employees are working in Icapital, Llc

      Icapital, Llc has 24 employees

    • What is Icapital, Llc's Industry?

      Icapital, Llc is in the industry of Financial Services

    • Who is Icapital, Llc's CEO?

      Icapital, Llc's CEO is Katie Umile

    • Who is Icapital, Llc's Chief Business Development Officer?

      Icapital, Llc's Chief Business Development Officer is Abuopaida Hamid

    • Who is Icapital, Llc's Managing Director?

      Icapital, Llc's Managing Director is Rosemary Nguyen

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