Ithax Financial LLC

Ithax Financial LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients), plan sponsors, and business and governmental entities. The firm reports approximately $26 million in discretionary assets under management and operates with a small advisory team supporting client accounts and plan-level services.

The firm typically manages accounts using firm‑developed model portfolios that span risk tolerances from aggressive to conservative and generally requires discretionary authority, without accepting client restrictions on specific holdings within those models. Ithax describes a range of analytical and trading approaches in its brochure — including technical and fundamental analysis, modern portfolio theory, long‑ and short‑term trading, options and futures strategies, and occasional frequent trading when deemed suitable.

Notably, the firm’s materials present firm‑developed model illustrations and disclose both hypothetical performance and performance results, which is uncommon for firms of this size. The brochure also highlights an unusually broad investable menu — including digital assets, derivatives, private placements, and short sales — and discloses that firm principals have additional real‑estate ownership and licensed real‑estate activities outside the advisory business.