ICG Advisors

EST. AUM
$7,923,326,124

CONTACTS
22

CLIENT ACCOUNTS
108

Firm Details

Metro area Los Angeles
CRD Number 148066
Website icgadvisors.com
Client types

Overview

Although established in 2009, the foundation of their enterprise traces back to 1996 within Bear Stearns Companies, Inc. Over a span of 13 years, the team functioned autonomously as an investment consultant within the bank. Following the fallout of the 2007-2008 financial crisis, key members departed Bear Stearns to establish their independent investment boutique, ICG Advisors, LLC. With services encompassing investment consulting, Outsourced Chief Investment Officer (OCIO) solutions, and proprietary multi-manager strategies, ICG Advisors currently manages over $6 billion in assets for institutional clients and high net worth families. Upholding principles of fiduciary responsibility and client alignment, ICG is dedicated to crafting resilient investment portfolios designed to safeguard capital and achieve long-term financial goals. Leveraging the extensive experience of its senior professionals, some boasting up to 30 years in the field, ICG excels in policy formulation, market analysis, manager assessment, portfolio allocation, and risk management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

ICG Advisors

Platform Details

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