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Clients Division
At
InterCap Wealth we are constantly re-evaluating and analyzing regional,
national and global events to determine our clients needs.
As the managing director or corporate decision maker, you are probably
responsible for numerous and complex financial matters for both
your employees and yourself. That is why InterCap Wealth has a top
tier Private Clients Division. While ICW itself caters to
select wealthy individuals, pensions and corporate trusts, the Private
Clients Division was created for that special one percent.
For clientele with ten million USD or more in equities and/or liquid
funds, we provide an all-encompassing solution. From publicly traded
stock (Rule 144 securities), options (10b5-1 corporate insider),
trusts, estate planning to capital raises, treasuries, venture capital
and global asset allocation, InterCap Wealth is that final solution.
Each portfolio is managed by an expert team of financial consultants
who are responsible for the development and structure of a previously
agreed investment strategy.
Our Private Clients Division works in small teams with a restricted
number of clients to ensure the highest standards of dedicated performance.
Their sophisticated hand-tailored models are constantly monitored
and adjusted to minimize market risk while taking advantage of timely
investment doctrine. The Private Clients Division is the preferred
choice for the affluent individual and multi-national conglomerates
looking for discreet expertise in developing a global financial
platform.
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