Dwf Wealth Management

IHT Wealth Management serves individuals (including high‑net‑worth clients), corporate and institutional entities, and retirement plan sponsors. The firm provides discretionary asset management, financial planning, ERISA plan consulting (predominantly non‑discretionary 3(21) services), outsourced CIO (OCIO) arrangements, wrap‑fee portfolio management, and access to third‑party managers and custodial program platforms.

IHT delivers advice through a network of investment adviser representatives who tailor portfolios to clients’ objectives, risk tolerances and tax circumstances using proprietary model portfolios, third‑party managers and discretionary OCIO mandates. Its investment process combines fundamental value screening (e.g., book value, cash flow, leverage), quantitative optimization, and periodic rebalancing, and may employ tax‑lot harvesting, covered‑call option strategies, and limited derivative or leverage usage where appropriate.

What distinguishes IHT from many peers is its participation in broker‑dealer activity and related dual‑registrations: the firm has an affiliated FINRA‑registered broker‑dealer and some professionals are registered representatives of other broker‑dealers, a structure the brochure discloses as creating potential conflicts around product and custody recommendations. IHT is also affiliated with a private‑fund sponsor that offers SPVs and participates in collateralized loan programs, so prospective clients should review disclosures about affiliated investment opportunities, concentration and liquidity characteristics; the firm manages approximately $9.8 billion in assets through a network of about 159 advisors.