Founded in 1999 by Katie Umile AIFA, iCapital,LLC became an SEC registered investment adviser in 2002. iCapital provides comprehensive, fee-based wealth management and consulting services to qualified retirement plans. The firm'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.

iCapital was founded on three fundamental principles- independence, integrity and innovation. These principles are incorporated into all of our practices as well as the management of client assets. We believe the key to finding the appropriate retirement plan provider lies in indentifying one that offers a broad range of services that can be customized to your specific needs. As and acknowledged qualified fiduciary adviser, it is our responsibility to monitor your sityation, listen to your needs and provide you with access to the appropriate combination of financial, ERISA and technology resources.