Our services
Discretionary investment management, done transparently.
We provide discretionary investment management for those who want to maintain complete control over their portfolio while leaving the day-to-day decisions to IceCap. One disciplined process, applied across every account we manage.
- ~95%
- of return driven by asset allocation
- 1.5%
- average cost advantage of ETFs
- 6
- asset classes in a single portfolio
Fees
You should always know what you pay.
Most providers wrap management, advisor and administration fees into a single price, often charged internally, where you never see it. We take the opposite approach: every cost is explicit, and the distributor fee is gone entirely.
- Every fee is stated explicitly on your statement. Nothing hidden inside a fund.
- The distributor/advising fee is eliminated entirely from your portfolio.
- ETFs carry a cost advantage of roughly 1.5% versus actively managed mutual funds.
- Lower management and administration costs through our outsourcing approach.
Let’s start a
conversation.
Reach out to discuss how IceCap can shape a portfolio personalized to your goals.