A complete list of active advisors currently associated with Ithaka Strategic Partners

Warmer can help you find a great advisor at Ithaka Strategic Partners or one who fits your needs even better.

Ithaka Strategic Partners provides investment management, financial planning (project-based and ongoing), and employee benefit plan services to a mix of clients that the brochure lists as individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers continuous portfolio management and prepares tailored investment policies and financial plans that address goals such as retirement, estate planning, college savings, and cash-flow management. The firm’s stated investment practice emphasizes passive portfolio construction using low-cost index funds and ETFs, supplemented by fundamental and technical analysis and the option to engage third‑party or outside managers (TAMPs). ISP assists clients in selecting and monitoring outside managers and uses custodial and advisory platforms (including Betterment For Advisors and Schwab Advisor Services) to implement portfolios, with arrangements that can include both discretionary management and relationships where ISP recommends or oversees outside managers’ non-discretionary strategies. Several features in ISP’s brochure are atypical for firms in this category: it sponsors a wrap fee program on the Betterment platform, provides pension/employee‑benefit plan consulting with fees that may be deducted from plan assets, and explicitly assists clients in the selection of other advisers without sharing in those managers’ fees. The firm also documents a broad client mix that includes non‑HNW and HNW individuals alongside institutional plan work and discloses receipt of platform support services from its custodians while noting that clients retain proxy‑voting authority.

To learn more about the advisors currently working at Ithaka Strategic Partners, 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.