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 serves individuals (including high-net-worth clients), pension and profit-sharing plans, and charitable organizations, providing ongoing portfolio management, financial planning, and pension consulting. The firm documents client objectives and risk tolerance in an investment policy statement and offers discretionary portfolio management alongside one-time or ongoing planning engagements. IHS combines methods such as fundamental, technical, quantitative analysis and modern portfolio theory to construct portfolios, with accounts reviewed monthly by the firm’s sole manager. The firm uses a range of strategies — from long-term allocations to short sales, margin and options trading — and focuses recommendations on a defined set of investment types that includes mutual funds, ETFs (including precious-metals ETFs), real estate funds, and certain private or alternative offerings. Notably for a small, tightly managed adviser, IHS accepts performance-based compensation for qualified clients in addition to asset-based arrangements and discloses that it may hold material financial interests in securities it recommends, describing controls such as block trades and trade priority to mitigate conflicts. The firm recently transitioned from state to SEC registration and is operated day-to-day by a single principal who conducts account reviews, producing concentrated oversight of a modest client roster.

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.