iH2 Advisors & Company offers an investment management platform to financial institutions, referred to as Enterprise Clients. These clients gain access to investment strategies and managed account services, including technology support, processing administration, operational delivery, and advisory services. Enterprise Clients can allocate their clients’ assets among the available investment options on the Platform. iH2 also provides non-discretionary investment advisory services whereby iH2 offers analysis and information on investment strategies, however it does not have the authority to implement investment decisions.
Assets Under Management$110M
Clients1
Advisors3
Avg. per Client$110M
Avg. per Advisor$35M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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