Welcome to the ICAC
This site is designed to assist investors who are interested seeking information about the investment management services offered by licensed portfolio managers and to outline the features and benefits of discretionary portfolio management. We are pleased to provide you with general information about your alternatives for investments services as well as providing detailed information about our members.
Investment Management Solutions
We understand that, as an investor, you are interested in safety and in professional management of your assets in keeping with your specific needs and objectives. Each Member firm manages investments for clients only on this basis. They charge fees for their services as a percentage of the asset value of your account. In this way, your interests and theirs are aligned.
In our Find a Firm section you can search for a specific firm to provide services to a particular client type or geographic region. You may also review a profile of each of our Members. Our Members are all licensed Investment Counsel / Portfolio Managers who follow the Code of Ethics of the Association and currently manage assets for pension funds, endowments, trusts, corporations and individual private investors totalling more than $500 Billion.
For Members
The Member section of the website is used to communicate to members of the Association about activities, regulatory changes and information related to the operation of their investment management business.
Affiliate Members
The ICAC is supported by both Investment Counsellor Portfolio Manager Members and Affiliate Members. Affiliate Members enjoy many benefits of being part of the ICAC.
Affiliate Membership Benefits
Affiliate Member Application