ICG Advisors’ deeply experienced research team conducts a rigorous diligence process for each manager, and continues this diligence after a manager allocation has been made.
ICG Advisors has worked for decades cultivating the essential skills and processes to optimize variables within our control to enhance each client’s opportunity for better outcomes.
The key to doing so is our unique ability to access best-in-class managers, our stringent due diligence and selection process, and our ability to negotiate favorable terms and fees for clients.
Selection of securities
Industries and sectors
Outcomes IN our control
Outcomes OUT of our control
ICG Advisors acts as our clients’ Outsourced Chief Investment Officer (OCIO) and investment consultant to ensure the consistent delivery of tailored solutions, proprietary strategies and an unmatched client experience.
ICG Advisors balances research and manager due diligence with thorough knowledge of our clients’ investment objectives and constraints to craft well-diversified, custom portfolios.
provide the foundation and direction of our investment process
creates a group of managers for inclusion in the portfolio based on research recommendations and goal appropriateness
thoughtfully places capital with identified managers with the goal of creating uncorrelated, risk adjusted returns
supports day to day portfolio maintenance and monitoring of performance, risk, and current managers
We work in conjunction with and can help source the right team of tax advisors, accountants and legal counsel to set a strong foundation for our clients’ future ﬁnancial stability and success.