Ithaka Strategic Partners
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About
Ithaka Strategic Partners provides investment management, financial planning (project-based and ongoing), and employee benefit plan services to a mix of clients that the brochure lists as individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers continuous portfolio management and prepares tailored investment policies and financial plans that address goals such as retirement, estate planning, college savings, and cash-flow management.
The firm’s stated investment practice emphasizes passive portfolio construction using low-cost index funds and ETFs, supplemented by fundamental and technical analysis and the option to engage third‑party or outside managers (TAMPs). ISP assists clients in selecting and monitoring outside managers and uses custodial and advisory platforms (including Betterment For Advisors and Schwab Advisor Services) to implement portfolios, with arrangements that can include both discretionary management and relationships where ISP recommends or oversees outside managers’ non-discretionary strategies.
Several features in ISP’s brochure are atypical for firms in this category: it sponsors a wrap fee program on the Betterment platform, provides pension/employee‑benefit plan consulting with fees that may be deducted from plan assets, and explicitly assists clients in the selection of other advisers without sharing in those managers’ fees. The firm also documents a broad client mix that includes non‑HNW and HNW individuals alongside institutional plan work and discloses receipt of platform support services from its custodians while noting that clients retain proxy‑voting authority.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 1.40% annually $250,001 - $1,000,000: 1.25% annually $1,000,001+: 1.00% annually
Fee-only: Project-based financial planning fixed fees ranging from $2,000 to $6,000 depending on complexity; ongoing comprehensive financial planning fees of $450 upfront plus $200 to $500 per month
Main office
5 Willow Lane
Kings Park NY 11754
Advisors at this office
2
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
George T
Series 63, Series 66
Kings Park, NY
Ithaka Strategic Partners
George Torounidis is a financial advisor at Ithaka Strategic Partners with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citigroup and EquityBee Securities. Outside of financial advising, he serves as an evaluator for Coyle Hospitality Group, a hospitality service measurement and analysis company. Ithaka Strategic Partners provides investment management, financial planning, and employee benefit plan services to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm emphasizes passive portfolio construction with low-cost index funds and ETFs, supplemented by fundamental and technical analysis, and offers both discretionary and non-discretionary management options.
Optaciano R
Series 63, Series 65
Kings Park, NY
Ithaka Strategic Partners
Optaciano Rodriguez is a financial advisor at Ithaka Strategic Partners with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services and Massmutual Life Insurance Company since 2017, following prior roles at NYlife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he is also an agent for individual and group life and health insurance. Ithaka Strategic Partners provides investment management, financial planning, and employee benefit plan services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, supplemented by fundamental and technical analysis, and offers both discretionary management and oversight of outside managers.
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