I2I ANALYTICS, LLC

Overview

I2I Analytics, LLC is a small, independent RIA that manages portfolios for high-net-worth individuals and families with a fee model tied to AUM. The firm emphasizes equity exposure—exchange-traded equities make up the bulk of invested assets—and integrates ESG considerations into its investment process. Business activities center on financial planning and discretionary portfolio management for individuals and small businesses, suggesting a boutique advisory model focused on customized strategies rather than mass-market product distribution. Client relationships appear concentrated and high-touch: with just 30 clients across 105 accounts, the firm works with relatively large household balances and places a priority on liquid, tradable instruments for core allocations. While equities are the dominant exposure, I2I Analytics supplements portfolios with third-party mutual funds and a range of alternative investments to manage risk, add return sources and provide income or inflation protection where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices