Itani Wealth Management

Itani Wealth Management provides portfolio management services to individual and high‑net‑worth clients, typically implementing client portfolios through sub‑advisors on its custodian platform. The firm does not offer standalone financial planning or educational workshops and begins engagements with a complimentary initial interview followed by a written agreement.

The firm manages accounts predominantly on a non‑discretionary basis, requiring client pre‑approval for investment and rebalancing decisions, and constructs portfolios largely from ETFs and mutual funds using Modern Portfolio Theory. Investment analysis combines fundamental, technical, and cyclical methods, and trading and sub‑advisory services are effected through the recommended custodian platform, which has specific order‑routing and timing policies.

Notable operational features disclosed in the brochure include common ownership with an affiliated accounting practice and an insurance agency, and an adviser who is licensed to sell insurance products; the firm describes these relationships and the resulting potential conflicts of interest. Compared with peers, the firm’s predominance of non‑discretionary assets, small client base and required use of a single recommended custodian with affiliated sub‑advisory relationships are distinguishing elements that affect trade execution and conflict‑management considerations.