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 provides investment advisory and management services to high‑net‑worth individuals, deferred benefit plans, and small business/corporate clients. The firm typically manages client assets on a discretionary basis and offers separately managed‑account implementations that may include derivatives as part of portfolio overlays. The firm’s investment approach is quantitative, emphasizing strategic asset allocation, risk‑parity techniques, and portfolio construction guided by estimates of risk and covariance to seek efficient risk‑adjusted outcomes. Portfolios are implemented with diversified ETFs, mutual funds, individual stocks and fixed income, generally with low turnover and periodic rebalancing, and include a focus on risk‑based tax‑loss harvesting to generate realized losses where appropriate. What is notable relative to peers is the combination of an institutional quantitative pedigree (including advanced training in financial engineering and prior institutional portfolio roles) with a small client roster and AUM concentration (eight clients and roughly $27.3 million managed), a client mix that includes corporate/business accounts rather than primarily non‑HNW individual retail clients, and the firm’s explicit use of derivatives within separately managed accounts alongside an aggressive tax‑loss harvesting program. The principal also maintains external data‑science and engineering consulting activity, which the firm discloses as a material outside business activity.

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.