IIC

Overview

IIC operates as a corporate advisory firm focused on institutional clients, with registered activity since 2013. Its advisory work emphasizes pension consulting and educational seminars/workshops, which points to expertise in institutional liability management, plan governance, and trustee education. The firm reports a preference for publicly traded pooled vehicles—primarily mutual funds—for client portfolios, and supplements those allocations with third‑party real estate strategies when appropriate. Fee arrangements are structured as fixed fees and other non‑traditional fee forms rather than purely asset‑based fees. IIC positions itself as a specialist adviser to institutions rather than as a retail wealth manager. The filing shows no active ESG designation and the firm is not registered as a multi‑state adviser. Its business model centers on consulting and advisory services for pension plans and related institutional mandates rather than on retail brokerage or broad wealth management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices