I-CTHRU Inc. logo

I-CTHRU Inc.

Updated today

Client AUM

$1,899,430

Clients

8

Advisors

1

of 2 employees

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

Financial planning Portfolio management

Expertise

Options & derivatives strategies Active portfolio management Concentrated stock management Private / alternative investments

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Fee options

Percentage

1% annually

Performance-based

10% performance fee for qualified clients with a high water mark and 4 quarter look back

Other

Account minimum: $10,000

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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