The ICG Advantage
No Conflicts of Interest We work for our clients: We are able to maintain a high degree of objectivity when we advise clients because we are not hindered by many of the conflicts of interest present in brokerage firms. ICG is not a traditional “money manager”. We create custom portfolios for our clients with strategies we select from our extensive network of advisors. The ICG network includes some of the largest and most prominent advisors on Wall Street as well as emerging managers and specialized niche investment opportunities. One hundred percent of our revenues are generated from the investment advice and portfolio construction work we provide for clients.
ICG receives payment from its clients based solely on a fixed percentage of assets. We do not charge incentive fees, nor do we have any compensatory arrangements that benefit the Firm as opposed to our clients with the managers we allocate to. In fact, we are often able to negotiate discounted fees and terms with managers, which we pass directly on to the client.
Size We use our size to our advantage: Unlike many commoditized consulting models that are packaged and sold to countless clients, our core strength revolves around a smaller, highly focused, and customized consulting practice. Our investment team is intimately involved in every step of the investment process from manager due diligence to portfolio construction and client service.
Many “best-in-class” managers will not distribute their funds through traditional brokerage firms or larger consulting platforms. Our relatively small size allows us to seek out these managers whose business models are predicated on generating returns as opposed to gathering assets.
Client Service We pride ourselves on our client service: At ICG, we are dedicated to providing clients with superior service, unhindered by large-firm bureaucracy. We work closely with our clients to understand all of their needs and develop long-standing family relationships that span generations. In fact, many of our family office or endowment clients view ICG as their outsourced CIO. Because ICG is 100% employee owned, the success of our business correlates directly with our clients’ success.
Experience We have years of experience: The ICG investment team has years of experience building individually customized portfolios for clients. Such breadth and depth of investment experience has generally allowed our clients to outperform their passive benchmark on a risk-adjusted basis over a full market cycle. We have assembled a team of seasoned investment professionals to focus on preserving client capital in any market environment while constantly searching for ways to generate returns.