DISTINCTIVES ICG - Beyond Traditional Consulting

ICG distinguishes itself from other consultants in serveral ways:

Insider’s Perspective A consultant team that brings an institutional insider’s understanding, insight, and perspective to the management of your institution’s portfolio Fee-Only A fee-only consultant who derives no compensation from soft-dollar (commission-related) arrangements Cutting-Edge Research An asset allocation methodology that utilizes preeminent, academically-validated, “multi-risk factor” models as well as traditional mean-variance optimization and Monte Carlo simulation Value-Added Process An asset class and manager selection process that places significant emphasis on adding value through the management of operating fees and operational costs as well as the management of risk and return Fiduciary Responsibility A consultant who takes fiduciary responsibilities most seriously and stands with you to work toward the achievement of your portfolio’s return objectives

“Our work with institutions literally represents ‘acts of stewardship’. Specifically, we are committed to helping our clients increase institutional resources so that the lives of both present and future generations of institutional stakeholders are positively affected.” Craig Rogers President & COO Rogers Capital Management, Inc.