I2 I Analytics, LLC

i2i Analytics LLC provides discretionary portfolio management and financial consultation primarily to affluent and high‑net‑worth individuals and their families, across taxable accounts and retirement vehicles including Schwab Personal Choice Retirement Accounts. Services include ongoing portfolio construction and monitoring, periodic rebalancing, and integration of outside accounts into clients’ overall investment plans.

The firm blends a long‑term belief in market efficiency with tactical asset‑allocation, using both fundamental and technical analysis to select ETFs, mutual funds, and individual securities; option positions are also incorporated where suitable. Clients sign a documented Statement of Investment Policy and receive regular reviews and continuous monitoring; i2i may also recommend or oversee unaffiliated third‑party sub‑advisors for specialized strategies.

Noteworthy differences from many peers include a pronounced emphasis on equity option strategies as a core risk‑management and income tool—used to hedge or monetize concentrated stock positions and to implement collars, covered calls, and put sales tailored to client objectives—drawing on the firm principals’ prior experience as exchange market‑makers. The firm manages a relatively small client base (about 30 households, roughly $90 million AUM), maintains collaborative relationships with advisor‑friendly trust administrators, and requires clients using Schwab PCRAs to arrange external payment of advisory fees, which affects fee billing procedures.