Make your future more gratifying.

iCore accounts are designed with specific criteria that include broad exposure, tax efficiency, low fees, long-term strategy, and diversification. These five principles are shared throughout all iCore accounts.

Additionally, you can use the Core Builder to narrow your search and identify products, services, and iCore accounts that meet other criteria important to helping someone else, such as low risk, liquidity, taxes, and account fees.


Your financial future begins with a goal

Use the Core Builder to identify which products, services, and iCore accounts might make sense for helping you help a friend or family member.[1]
Ready to begin?

Lower investment costs keep more of your money working for you

See how we keep your long-term costs down, so you have a better chance of long-term investing success.
*This fee calculator assumes the maximum iCore fees, which is 0.04%. Fees range from 0.0% to 0.04%. Fee calculator results do not take market value fluctuations into consideration. Custodian may charge a commission when securities are bought or sold in iCore accounts. Commissions and other fees (if any) are not calculated in this simulation. For informational purposes only.

Fees over ten years

We believe in a long-term approach to investing. Enter the amount you want to invest and see what your fees might be over a ten-year period of time. Note that fees will fluctuate as the value of the account changes. For example: if you enter $10,000, you can expect to pay $400 over that period of time, or $40 per year. This assumes that the value of the account does not fluctuate.
No commas or special characters.
Fees over ten years*$

Your goals are also our goals

As a fiduciary, it’s our job to place your interests first.


No matter where you are in achieving your goals, we are always there to help you get to the next level.

Open an Account?

Already a client? Log in to manage your account, make a deposit, or open another account.
Select language

Global Advisers