A complete list of active advisors currently associated with Iluka Advisors

Warmer can help you find a great advisor at Iluka Advisors or one who fits your needs even better.

Iluka Advisors serves individuals, high-net-worth clients, deferred benefit plans and small businesses, offering discretionary investment advisory and portfolio management focused on quantitative strategies. Services include customized strategic asset allocation, risk-parity implementations, risk-based tax-loss harvesting, and recommendations to place assets with third‑party subadvisors or a tri‑party arrangement with Focus Partners Advisor Solutions for long/short management. The firm’s investment approach relies on quantitative portfolio construction using estimates of risk and covariance, efficient‑frontier optimization, periodic rebalancing and diversified implementation via ETFs, mutual funds, individual stocks and fixed income. Iluka typically manages accounts on a discretionary basis tailored to each client’s risk tolerance and investment horizon and, in separately managed accounts, may implement strategies that utilize derivatives and long/short techniques. What is notable for a solo independent adviser is the combination of institutional quantitative practices with services to corporate or small‑business clients and the use of derivatives in separately managed accounts—features that are relatively uncommon among peers. The firm also leverages third‑party relationships for account administration and alternative implementations (including tri‑party arrangements and subadvisors) while maintaining a focus on tax loss harvesting and systematic risk allocation.

To learn more about the advisors currently working at Iluka Advisors, 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.