Trinity, AL Office

Ignite Planners works with a broad mix of clients including individual and high‑net‑worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management, financial planning and consulting, held‑away account management via a third‑party order management system (Pontera), referrals to third‑party managers, and serves as adviser and sponsor to private funds.

Portfolios are tailored using a mix of individual stocks, bonds, ETFs, options and other public and private investments, with ongoing monitoring and rebalancing tied to client objectives and risk tolerances. The firm describes a volatility‑responsive VEGA strategy that can employ LEAPS and derivative overlays, and it implements tax‑efficient asset location and opportunistic rebalancing for held‑away accounts.

Distinctive features include acting as adviser to private pooled funds (including the Helion Strategies funds) through affiliated entities, charging performance‑based compensation for qualifying accounts and funds, and managing pooled vehicles in parallel with other vehicles. Ignite Planners also notes relationships and ownership overlap among its adviser entities, operates from multiple offices, and uses derivatives and borrowing in certain separately managed accounts, with related disclosures, offering documents and audited fund statements provided to investors.