NAPA FIRM PARTNERS
Broker-Dealers & RIAs
iCapital, LLC
Independent Financial Partners
Boston, MA | icapllc.us
Tampa, FL | ifpartners.com KEY CONTACT(S)
Katie Umile | 617.542.8700 | kumile@icapllc.us Tanya McMahon | 617.542.8700 | tmcmahon@icapllc.us Courtney Cook | 617.542.8700 | ccook@icapllc.us
FIRM PROFILE iCapital is a fee-only, independent, SEC registered Investment Advisor founded in 1999 on three fundamental principles - Independence, Integrity and Innovation. As a fee-only fiduciary we will unquestionably place your best interests first. Always. We offer comprehensive wealth management and fiduciary consulting services to individuals, qualified retirement plans, corporations, endowments and foundations. We provide comprehensive wealth management to individuals and corporations.
64
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor. We succeed only when our clients achieve their goals.
PRIMARY MARKET(S) SERVED
KEY CONTACT(S)
Jeffery Acheson | 614.310.4274 | jeff.acheson@ifpartners.com
FIRM PROFILE We are a full-service broker-dealer, registered investment adviser, and insurance agency. Everything we do is with the financial advisor and their clients in mind and our vision is to become the easiest firm in the industry for financial and retirement plan advisors to work with. We are focused on creating and delivering a compelling value proposition through a multi-disciplinary business model with integrated and complimentary service and product capabilities. Our growth will be driven by the success of our deliverable’s crafted in concert with visionary strategic affiliations, enhanced partnering opportunities and other key tactical alliances.
PRIMARY MARKET(S) SERVED
OPTIONS AVAILABLE • Preferred Provider Program • Business Development Consultants • 3rd Party Vendor Analysis Tool
OPTIONS AVAILABLE
• Benchmarking Tools
• Other Tools
• Participant Advice/Participant Services
• Benchmarking Tools
• CRM/Data Aggregation
• Participant Advice/Participant Services
• Internal Rollover Program
• Allows Fiduciary Declaration 3(21)/3(38)
• Allows Fiduciary Declaration 3(21)/3(38)
• Custom Risk Based/Target Date Models
• Custom Risk Based/Target Date Models
• Plan Sponsor Fiduciary Training
• Plan Sponsor Fiduciary Training
HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS 11
• Stable Value Analysis
HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS 60
NAPA BLACK BOOK 2021