A complete list of active advisors currently associated with Isthmus Partners, LLC

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

Isthmus Partners, LLC is an SEC-registered investment adviser that serves individual and institutional clients, including trusts, pension plans, and business entities. The firm provides discretionary portfolio management, performance reporting, and financial planning and consulting services, offering separate Institutional Portfolios and Counseled Portfolios for individuals. The firm’s investment process is equity‑centered and committee‑driven: a Domestic Equity Investment Team and Equity Investment Committee meet regularly to apply quantitative “Excess Return Identifier” screens and fundamental analysis, emphasizing quality measured as the spread between ROIC and WACC and using discounted cash flow valuation. Portfolios are constructed with explicit sizing and valuation rules (e.g., buying at discounts to intrinsic value, larger- and small-cap portfolio target counts), and the firm also runs fixed income, international equity, and Core+ mutual fund/ETF strategies. Compared with many peers, Isthmus highlights performance reporting and publishes performance-related material (including predecessor performance) and also operates as a wrap fee program sponsor—Counseled Portfolios are offered exclusively on a wrap fee basis—while participating as a sub-adviser in the Schwab Adviser Marketplace. The brochure also indicates the firm engages in client education activities and maintains relatively high account thresholds and minimum advisory fees, reflecting a focus on larger, more actively managed relationships.

To learn more about the advisors currently working at Isthmus Partners, 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.