A complete list of active advisors currently associated with ITI Financial Management

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

ITI Financial Management provides investment advisory and financial planning services to individuals (including high‑net‑worth clients) and to select corporations or business entities. The firm delivers ongoing portfolio management and prepares an individualized investment policy statement for each client, alongside one‑off and hourly financial planning engagements. The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading horizon, with a bias toward passive mutual funds and index ETFs supplemented by equities, fixed income, REITs and select commodities. ITI typically manages client assets on a discretionary basis in‑house (it does not engage third‑party sub‑advisers) and asks clients to use a specified custodian for execution and reporting. What distinguishes ITI from many peers is that it operates as the sponsor and manager of a wrap fee program, placing all portfolio clients into that platform rather than managing accounts outside a wrap arrangement. The firm also has a disclosure event on file: its principal is a defendant in a civil matter that is currently on appeal; there are no criminal, administrative, or self‑regulatory proceedings disclosed.

To learn more about the advisors currently working at ITI Financial 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.