ICG Advisors is a deeply passionate, values-driven, highly connected and resourceful team that has been working closely together for over 30 years. Our core focus is to provide clients with the best experience, attention and services.


Unrivaled Client Commitment

As our clients’ needs and goals evolve, our nimble and collaborative client-service model makes it possible to adapt with each family and institution.


peace of mind






lasting legacies

The ICG Advantage

Identifying Opportunity

ICG Advisors’ investment approach and firm structure allows us to preserve clients’ wealth, while uncovering unique investment opportunities for clients.

  • Highly personalized and intimate client experience: we engage in open dialogue with clients regarding their ever-evolving financial affairs and are readily accessible at all times.
  • Nimble and collaborative culture without the bureaucracy of larger brokerage and investment management firms.
  • Access to the best managers, regardless of size. Our AUM gives us the flexibility to invest in both large and small funds.

  • Senior professionals with 10-30 years of financial experience each.
  • Thoughtful and diverse approaches to solving client needs through unique financial services backgrounds.
  • Research team and client team have worked closely together for over 25 years to provide best solution for clients with regard to formulating investment policies, providing bespoke asset allocations, recommending fund managers, and analyzing portfolio risk and return through numerous market cycles.

  • We attract and retain senior professionals with low turnover, which allows us to focus on each client and account.
  • Professionals involved in manager research are the same as
    those building portfolios and communicating with clients.
  • We engage in open dialogue with clients about their ever-evolving financial affairs and are readily accessible at all times.

  • As an independent RIA, we are unburdened by many of
    the conflicts of interest that exist at traditional banks and brokerage firms.
  • We have no compensatory arrangements with fund managers and only employ managers that satisfy our extensive due diligence.
  • All negotiated fee discounts and preferred fund terms are passed directly to clients.