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 About
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About Us
iCapital provides comprehensive, fee-based wealth management services to individuals, broker/dealers, professional sports agents, certified public accountants, corporations, endowments, foundations, and trusts.
Our Mission is to partner with clients to help them achieve their financial goals through the objective allocation and management of their invested assets. Our purpose is to preserve, build, and manage wealth. In so doing, 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 our clients achieve their goals.
Our clients share our recognition that by coordinating and managing their financial decisions they can achieve their goals for tomorrow. They are individuals and entities who demand excellence and have made a firm commitment to achieving excellence themselves. Our clients desire a mutually beneficial long-term relationship and are highly motivated to work with an independent fee-based wealth manager.
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. The entire staff at iCapital is resolutely committed to this philosophy.
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.
Mutual Fund Screening Process
To determine the mutual funds utilized within Blackstone's Elite Portfolios, technology allows us to screen and evaluate funds based on critical technical criteria: Manager Tenure, Sharpe Ratio, 3-Year Alpha, Sector Weightings, Standard Deviation, Expenses, Correlations, and more.
After the technical evaluation ends, our Investment Committee begins a fundamental evaluation process that may include an interview with the portfolio management team, overview of the investment company's philosophy, management's previous experience, and exposure to current clients.
Once selected for inclusion in our Elite Portfolios, funds are continuously monitored and dispassionately replaced if their technical measures fall below acceptable levels. Management changes dictate an instant reevaluation of a selected mutual fund to determine the viability of future positions in Blackstone's Elite Portfolios.
Individual Equity Portfolios
The universe of portfolio managers available through Blackstone consists of some of the nation's most respected talent. Each firm is selected on the basis of its expertise in various investment disciplines and asset classes, its long-term risk-adjusted performance, and other stringent qualitative and quantitative criteria. We assist our clients in evaluating each potential equity manager on the basis of risk-to-return, investment philosophy and strategy, and skill at performing in both rising and falling markets.
In addition, should a client currently possess a portfolio of individual equities, we will analyze each holding to ascertain whether it has a place in the portfolio going forward. Our goal is to utilize as many of the client's existing holdings as possible and reposition the remaining positions as tax-efficiently as possible. Each of our individual equity clients truly owns a customized portfolio tailored to their goals and needs.
Objectives
There is no singular investment portfolio appropriate for all investors. The optimal portfolio depends on the amount and timing of cash flow needs, tax considerations, time horizon, risk tolerance, investment experience, and market conditions. Therefore, investment decisions must be based on the client's goals and specific facts and circumstances. Through this objective process, a client's critical factors are analyzed and positions optimized to achieve those goals.
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iCapital, LLC
One Harbour Place, Suite 115, Portsmouth, NH 03801, 1-866-403-6440
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All Rights Reserved
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