I-CTHRU Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
i-Cthru provides discretionary portfolio management and financial planning to individuals, trusts and corporate clients and, on a case-by-case basis, to institutional investors such as pension plans and investment companies. The firm offers a proprietary quantitative model focused on U.S. listed equities and related put options, plus a separate qualitative long-term equity strategy, and reports managing roughly $1.8 million across a small number of client accounts.
The quantitative model runs monthly analyses of thousands of U.S. securities and derivative quotes to select a concentrated portfolio and assess perceived risk; when account assets permit, the firm seeks downside protection by purchasing long put options. Clients open Reg T margin accounts and authorize i-Cthru to trade via Interactive Brokers under a limited power of attorney, a structure that facilitates same‑day settlement and the use of margin/borrowing when implementing the strategy.
Uncommon aspects highlighted in the brochure include licensing the proprietary model to a European investment advisory partner (with model licensing and research fees) and offering performance-based fee arrangements for qualified clients in addition to a percentage-of-AUM management fee. The firm also combines portfolio management for individual (including lower‑balance) clients with financial planning and side‑by‑side management of fee and performance-fee accounts, practices that distinguish it from many peers.
Client services
Expertise
Fee options
1% annually
10% performance fee for qualified clients with a high water mark and 4 quarter look back
Account minimum: $10,000
Most active in
Texas
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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