Independent Investment Advice
Excellence Through Experience
Invest With Integrity
Who We Are
Offering investment consulting, Outsourced Chief Investment Officer (OCIO), and proprietary multi-manager strategies, ICG Advisors oversees approximately $4 billion in assets for high net worth families, endowments, and foundations.
Our core principles are to maintain fiduciary responsibility, to align our interests with those of our clients, and to construct all-weather investment portfolios that preserve capital and meet long-term financial objectives.
ICG’s senior professionals have as much as 30 years of experience formulating policies, identifying market opportunities, assessing traditional and alternative asset managers, providing custom portfolio allocations, and analyzing investment performance and risk.
The ICG Advantage
Numerous brokers, advisors, and investment consultants operate within platforms whose business practices can conflict with the interests of its clients. While some conflicts (if disclosed) can prove minor, others may considerably hinder the success of your investment portfolio.
ICG Advisors was established with the goal of creating a truly impartial, open architecture investment platform. We wish to nurture a business in which our highly-skilled investment professionals can provide advisory services in line with our clients’ best interests.
Our size, independence, experience, and client service make us unique and a welcome change to traditional investment platforms. We invite you to come see the difference for yourself.
We are a boutique investment firm
We are 100% employee-owned
Our knowledge spans many market cycles
Our clients' success drives our own
While founded in 2009, the core of our business was first conceived at Bear Stearns Companies, Inc. in 1996. For 13 years, the existing team operated as a stand-alone investment consultant within the bank. In the aftermath of the 2007 – 2008 financial crisis, senior members left Bear Stearns to establish their own independent investment boutique, ICG Advisors, LLC.
Currently, ICG consists of 23 employees including: nine investment professionals, five research analysts, and a designated marketing professional. Almost all employees are located at the Firm’s headquarters in Los Angeles. ICG’s senior members have as much as 30 years of investment advisory experience.