A complete list of active advisors currently associated with II Technology, LLC

Warmer can help you find a great advisor at II Technology, LLC or one who fits your needs even better.

II Technology provides discretionary asset management and systematic risk-management solutions primarily to individual and high-net-worth clients, while also serving registered investment advisers and registered investment companies, including exchange-traded funds. The firm combines portfolio management with data-licensing arrangements that allow other firms to incorporate its strategy outputs into their trading and investment decisions. The firm’s investment approach is driven by a proprietary quantitative research methodology (Inductive Inference Technology) and an Active Risk Management Overlay Regimen (ARMOR) designed to manage risk through diversification and a consistent risk profile. For many clients, the core implementation of that strategy is executed primarily via the ARMOR Core ETF rather than by separately replicating positions in individual accounts, and discretionary asset management clients are required to maintain custody at Charles Schwab. II Technology is a small, boutique adviser managing roughly $40.5 million across a limited number of client relationships while also acting as sub‑adviser to and receiving compensation from the ARMOR Core ETF and providing services to other investment advisers and investment-company clients—activities that are uncommon for firms of this size. The ARMOR Core ETF began operations in February 2026 and the firm’s use of the fund as a primary implementation vehicle creates concentration, layered-fee, and side‑by‑side management considerations that differ from more typical adviser practices.

To learn more about the advisors currently working at II Technology, 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.