We are an independent third-party consulting practice experienced in assisting investment management firms develop and execute multi product growth strategies. As seasoned veterans of both the independent RIA and major wirehouse businesses, we bring a proven record of success in spearheading and delivering investment products and client solutions.
We believe the Independent Channel plays an essential role in the future of Financial Services and it is our mission to support them in delivering their diverse range of alternative strategies to the broadest audience possible.
The principals of ICA have a combined 35 years of experience having held executive roles in both major wirehouse and independent RIA businesses. They have lead high-performance sales teams; the development of enterprise level trading and performance systems; as well as retirement focused business development initiative.