Helping our clients achieve financial freedom.

city photo.png

Mission

Our mission is to help our clients achieve financial freedom. 

Vision

To be the world's most trusted, innovative, and successful investment company.

fiduciary responsibility

As an independent Registered Investment Advisor (RIA) firm, we are legally bound to act as a fiduciary for our clients. This means that our Advisors act solely in the best interest of our clients when offering asset management and comprehensive financial planning. 

About Ithax Financial

In Greek mythology, Ithax was another name for Prometheus, the “Herald of the Titans.” He is best known for defying Zeus and giving fire to humankind. In today’s world, financial freedom is elusive to most people, almost like Zeus withholding fire. At Ithax Financial, our goal is to provide our clients with the “FIRE” of financial freedom.

Cheerful Business Meeting

INVESTMENT
ADVISORY SERVICES

Our investment models and strategies are developed with quantitative and statistical research which are thoroughly backtested using strategic allocation and modern portfolio theory.  We construct our models to have more diversification and less volatility than the traditional risk model, such as the famous "60/40" model.