IceCap Asset Management
IceCap Asset Management is a premier investment management firm specializing in wealth management for individuals, institutions, trusts, charities, and endowments. The firm offers discretionary investment management, giving clients confidence that their portfolios are actively managed while maintaining full transparency and control. IceCap’s experienced team leverages renowned global macro investment strategies to help clients stay ahead of market trends, optimize returns, and save time through efficient, transparent, and tailored portfolio management.
IceCap Asset Management is a dynamic investment management firm dedicated to helping clients achieve long-term financial success through diversified, intelligent strategies.
Beyond traditional stocks and bonds, IceCap incorporates commodities, gold, currencies, and real estate to create portfolios designed to navigate complex and changing markets.
The firm combines in-house expertise, global perspective, and decades of experience with strategic outsourcing of high-cost functions such as custody, reporting, and research, allowing them to deliver world-class investment solutions at competitive fees.
INVESTMENT STRATEGIES
Stocks: IceCap manages equities with a sector-focused approach, analyzing economic conditions, real money supply, yield momentum, stock price trends, and market breadth indicators to identify high-potential opportunities.
Bonds: Bonds serve as defensive positions, with short-term durations and credit risk concentrated on government, sovereign, and high-grade corporate bonds to preserve capital and manage risk.
Commodities: IceCap’s commodity strategies leverage fundamental, economic, technical, and sentiment indicators to identify favorable trends. Portfolios may include broadly diversified commodities or targeted groups such as Energy, Agriculture, Base Metals, and Precious Metals.
Gold: Gold is included to reduce portfolio volatility while maintaining expected returns. During normal economic cycles, gold performs in line with a diversified commodity portfolio, providing stability and protection.
Currencies: Currency allocations complement cash and bond strategies, covering major global currencies including the US Dollar, Canadian Dollar, Euro, British Pound, Japanese Yen, Swedish Krona, and Swiss Franc.
Real Estate: Real estate investments provide a steady income stream and inflation protection, making them an integral component of long-term, diversified portfolios.