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Mission Statement

iCapital’s Elite Investment Management Services to …… are managed by our founding principles. iCapital principles are simply:

Independence / Integrity / Innovation

In the management of our client assets. Our approach develops and investment process that adheres to the highest Standards* in global fiduciary practices. Our integrity has submitted our firm to independent verification of this Standard by CEFEX, Centre for Fiduciary Excellence and we are proud to be certified Registered Investment Adviser(CEFEX Certification 2010) of our elite portfolio management services. Our Independence allows ups to act as a fiduciary in all facets of clients management. We have and will always maintain a belief that conflict free investment management is the only way to truly engender client trust. Our innovation is why we seek clients that share in our values and believe all three principles must exist for a mutually beneficial relationship. Innovation can only be achieved through a cohesive relationship with your our client. We will serve as an extension of your beliefs and execute your investment mandate with our knowledge of investments, industry regulations and compliance. With the basis of our relationship established we will embody all three principles in the effective communication of our results allowing you to determine the value of your investment in iCapital.