iCapital: The Alternative Investment Marketplace
Improving Portfolio Returns and Diversification
Investments in private equity, private credit, and real assets offer the potential for enhanced returns and lower correlation, compared with traditional public market investments. Private market opportunities have expanded significantly in the past 20 years, driven largely by the trend of companies staying private longer. As a result, investor interest in this market segment has grown dramatically.
Private Market Opportunities
Thanks to technology that streamlines the experience of investing in alternatives, individuals can now gain access to private market investments that were previously reserved for institutions and other large investors. Through iCapital, we offer a curated menu of carefully selected private market investment strategies to eligible investors through our financial advisors. iCapital offers qualified investors access to diversified and niche private equity strategies, including venture capital, growth equity, middle-market buyout, and secondaries.
Hedge fund managers employ a broad range of tactics across asset classes with a goal of delivering favorable risk-return outcomes. Including hedge funds in a diversified portfolio may potentially increase returns and/or reduce portfolio volatility. iCapital offers access to a variety of hedge funds, including single and multi-strategy funds from carefully selected managers.
Defined Outcome Solutions
iCapital’s defined outcome solutions empower clients to build investments with pre-defined return and risk profiles. Available as individual structured notes, market-linked CDs, yield-based separately managed accounts, and ’40 Act funds, these solutions include features such as principal protection, increased yield, and potential enhanced return, making them suitable for a wide range of investors and investment objectives.
Speak with one of our associates to better understand both the risks and opportunities involved in alternative investments and if such strategies are appropriate for you.
Fee-based Managed Accounts
When you establish a fee-based portfolio management agreement with one of our associates, you have access to three custodial relationships. One is through our affiliated broker/dealer, Portfolio Resources Group, Inc. (PRG), with assets held at PRG's clearing firm. Pershing LLC., a subsidiary of The Bank of New York Mellon Corp. Through our advisory group, you can also select Schwab Institutional as your custodian. All three firms are among the most solid in the financial services industry. Portfolio management clients receive both a monthly brokerage statement, as well as, a comprehensive quarterly performance report. Fees are negotiable with your advisor.
Now more than ever, it is important to have the assistance of an experienced team of portfolio managers and advisors. Contact one of our associates today to review your existing portfolio or begin a new investment program. Join our growing number of successful investors.