We are
ICR Partners
Don’t let consolidation within the bank wealth technology space box you in.
Integrated capital research.
ICR Partners offers an investment research and advisory completion strategy for bank, trust, and private client groups. Our services provide you with an end-to-end solution that maintains the flexibility you want.
Leveraging 20 years of expertise.
With nearly 20 years of experience working with the leading portfolio management and trust accounting systems in the bank trust space, we understand the unique workflows and regulatory structures within the trust channel.
Comprehensive advisory solutions.
ICR Partners provides rigorous due diligence and access to third-party model and traditional SMA managers. Our solutions integrate into your existing technology environment.
1999
Founder Bob Mehringer
Bob Mehringer established Access Partners, the first firm dedicated to delivery of 3rd party SMA managers into the trust channel.
2019
ICR Partners Launches
Bob Mehringer founded ICR Partners in April 2019 to provide the only open architecture SMA solution for the trust industry. ICR continues to build a strong reputation for reliability and a high level of client service.
2024
A New Shared Vision
September 2024, UP Capital, LLC, the parent company of MainStreet Advisors, acquired Integrated Capital Research (ICR) Partners to further expand both firms’ SMA capabilities.
ICR Partners understands the complexities of the evolving wealth tech landscape. We provide the flexibility and expertise your firm needs to thrive…
Manager Research
We provide scalable money manager research covering UMA, SMA, mutual funds and ETFs. Leverage our robust due diligence process.
Manager Contracting
We have an extensive list of money managers under contract and ready for client use with industry-leading fee structures.
Model Hub
ICR’s model hub distributes manager portfolios to multiple technology platforms, simultaneously.
Traditional SMA Delivery
We support the unique data flow required to deliver traditional SMA strategies to trust companies.
Research and Due Diligence
We deliver fiduciary-quality research and due diligence, combining the best of institutional insights and TAMP services.
Contact us today to start a conversation.
ICR is your flexible investment research solution. Discover the insights and expertise you need.
