IHP Wealth Management

IHP Wealth Management provides investment advisory services to pooled vehicles and institutional clients while also working with a range of other account types, including individuals, trusts, pensions and endowments. The firm acts as portfolio manager in advisory programs, makes referrals to third‑party managers and participates in solicitation and capital placement arrangements, and generally charges fees as a percentage of assets under management.

The firm’s investment process is top‑down and macro‑driven, focusing on relative asset‑class and sector allocations implemented primarily through mutual funds and ETFs, with the option to hold individual securities when appropriate. It conducts due diligence on independent managers it recommends and may employ non‑traditional instruments—including leveraged/inverse ETPs, derivatives and margin—when consistent with a client’s objectives and written restrictions.

Compared with peers, the firm combines investment management with broker‑dealer‑registered activities and capital‑placement work, and it produces a regular market commentary for outside fund complexes, a form of periodical communication not common among similar managers. It also routinely selects and oversees other advisers for clients (with a modest oversight fee) and serves both non‑high‑net‑worth and high‑net‑worth individual clients in addition to institutional mandates, an uncommon client mix for firms in this category.