A complete list of active advisors currently associated with IHP Wealth Management

Warmer can help you find a great advisor at IHP Wealth Management or one who fits your needs even better.

IHP Wealth Management provides tailored investment advisory and portfolio management services to a small client base that includes individuals, trusts, estates, foundations, endowments and pension and profit‑sharing plans. The firm also advises on and facilitates access to third‑party asset managers and private‑market investments for clients, managing approximately $2.7 million across seven accounts as disclosed in its brochure. The firm’s investment process emphasizes top‑down macro asset‑allocation and sector rotation informed by fundamental, technical, charting and cyclical analysis, with implementation through individual stocks, bonds, mutual funds and ETFs. IHP also evaluates and recommends alternative investments (venture capital, private equity, private debt and secondaries), may use third‑party managers, and discloses that it can employ non‑traditional leveraged or inverse ETPs and margin when appropriate and with client consent. Compared with many independent advisers, the firm’s adviser is also registered as a representative of a FINRA‑registered broker‑dealer and may receive referral, placement or solicitation fees when introducing clients to other managers or issuers, a relationship the brochure discloses as a potential conflict of interest. The brochure also notes the firm works with institutional clients and has historically produced outside market commentary (a monthly piece for another manager) but has de‑emphasized and ceased that publication, and it highlights private‑market capabilities that are less common among firms of this size.

To learn more about the advisors currently working at IHP Wealth Management, 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.