A complete list of active advisors currently associated with The Ithaka Group, LLC
Warmer can help you find a great advisor at The Ithaka Group, LLC or one who fits your needs even better.
The Ithaka Group, LLC provides discretionary investment management to individuals, trusts, pension and profit-sharing plans, charitable organizations and SEC-registered investment companies, and also serves as a sub-adviser to a registered investment company and managers of wrap-fee programs. The firm reported approximately $572 million in discretionary assets under management and states a typical minimum account size of $500,000 for managed accounts (with a $100,000 minimum for wrap-fee program participation). Ithaka follows a single, concentrated growth management style focused on identifying high-quality growth companies for long-term capital appreciation, offering US Large Cap Growth and International Large Cap Growth portfolios that typically hold up to 35 positions and emphasize fundamental research and low turnover. Investment advice is primarily provided on a discretionary basis, and the firm describes regular engagement with company management, use of fundamental sources and an intent to limit transaction costs through low turnover. Notable features in the brochure include Ithaka’s role as adviser to a registered investment company that pays a fulcrum performance fee tied to the Russell 1000 Growth Index, with the firm disclosing side‑by‑side management of the fund and other client accounts and related allocation policies to address conflicts. The brochure also discloses participation in wrap-fee programs, employee ownership of fund shares subject to personal-trading restrictions, and a proxy-voting practice that follows Broadridge’s ProxyEdge Social Environmental Template; the firm’s services do not list separate, stand‑alone financial planning.
To learn more about the advisors currently working at The Ithaka Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Arlington, VA
| 21
| |
Arlington, VA
| 16
| |
Arlington, VA
| 25
| |
Arlington, VA
| 1
|
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