A complete list of active advisors currently associated with IHS Wealth Management LLC

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

IHS Wealth Management LLC provides portfolio management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and charitable organizations. The firm also offers pension consulting to employee benefit plans, including assistance with investment option review, money manager recommendations, and ongoing performance monitoring. The firm creates written investment policy statements for clients, typically seeks discretionary trading authority, and applies a mix of analysis techniques — including fundamental, quantitative, technical, and modern portfolio theory — across strategies that range from long‑term investing to short‑term trading, options, margin transactions, and private placements. Accounts are reviewed regularly (at least monthly) and clients receive quarterly custodian reports documenting holdings and performance. What is distinctive for a solo independent adviser, IHS accepts performance‑based fee arrangements for qualified clients while also managing institutional/pension clients, and it discloses policies intended to address the conflicts that can arise from managing both performance‑ and asset‑based accounts. The firm also has an advisory arrangement to provide educational services to a 401(k) recordkeeper’s clients, a combination of retirement‑plan consulting and retail wealth management that is atypical for a firm of its scale (roughly $39 million in assets under management serving about two dozen clients).

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