IHT Wealth Management LLC

IHT Wealth Management serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, trusts, and corporate clients. The firm offers discretionary asset management, financial planning and consulting, ERISA plan consulting, access to third‑party managers, and a proprietary wrap‑fee program delivered through a network of roughly 153 investment adviser representatives who may market under their own trade names.

IHT’s investment approach blends fundamental stock selection with quantitative and optimization tools, using diversified model portfolios built from ETFs, mutual funds and third‑party managers, alongside fixed‑income allocations and option strategies such as covered calls and hedging of concentrated positions. The firm monitors and trades its model portfolios several times per year and also provides an advisor‑enhanced, algorithmic investment option via LPL’s Guided Wealth Portfolios that includes automated rebalancing and tax‑harvesting functionality.

Several operational features set IHT apart from many enterprise firms: it maintains an affiliated FINRA‑registered broker‑dealer, participates in collateralized loan programs with banks, and has an affiliated venture/private equity vehicle. The firm also provides comprehensive ERISA fiduciary services (including 3(21) and 3(38) roles) and frequently integrates custodial and sponsored program platforms into client solutions.