A complete list of active advisors currently associated with Ithaca Wealth Management

Warmer can help you find a great advisor at Ithaca Wealth Management or one who fits your needs even better.

Ithaca Wealth Management provides discretionary portfolio management and financial planning to a mix of individual clients, corporations and small businesses, as well as non-profits, endowments, and foundations. The firm primarily advises on ETFs and equity securities and charges asset-based advisory fees while tailoring portfolio construction to each client’s goals and risk tolerance. The adviser employs a variety of analysis methods — including technical and charting techniques, fundamental and cyclical analysis, and modern portfolio theory — to build strategic and tactical model portfolios across multiple asset classes. Accounts are typically managed on a discretionary basis, clients invested in firm model portfolios are generally not permitted to restrict specific holdings, and trades are executed on an individual-account basis rather than aggregated as block trades. Operationally, the firm uses a fully digital, no-commission custodian and discloses it receives no soft-dollar benefits or performance-based compensation. Distinctive features include multi-year loyalty pricing adjustments, a separate flat pricing approach for nonprofit and foundation clients, a policy of not voting client proxies, and management of roughly $21 million in client assets across about 75 relationships.

To learn more about the advisors currently working at Ithaca Wealth Management, 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.