A complete list of active advisors currently associated with I-CTHRU Inc.

Warmer can help you find a great advisor at I-CTHRU Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at I-CTHRU Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.