AdFi
IA

Ih2 Advisors & Company

SEC Registered
Wilmington, DEhttps://incadense.com/ih2-advisors302-345-6404
Assets Under Management
$100M–$500M
Employees
3
Office Locations
1 office
Total Accounts
21

About the firm

iH2 Advisors & Company (iH2) is an investment advisory affiliate that offers model portfolios, manager research, multi-asset solutions, and overlay management via the inCadense platform.

Areas of expertise

Model PortfoliosManager ResearchMulti-asset SolutionsOverlay ManagementSMAsUMAsETFsUCITSAsset AllocationAsian EquityGrowth Equity+15 more

Services

iH2 offers model portfolios, manager research, multi-asset solutions, and overlay management. Services include access to a diverse range of SMAs across asset classes, manager research to support investment decision-making, a stable of money managers and investment strategies via a single access point, overlay management technology and operations support for portfolio allocation and rebalancing (including UMAs, SMAs, offshore funds such as ETFs and UCITS), and multi-asset solutions built on dynamic asset allocation of third-party, affiliate, or proprietary money managers.

Who they serve

Client segmentClientsAssets managed
Insurance Companies3

Leadership

Anthony Joseph Harper
MANAGING PARTNER
Stephen M Hagan
MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
DE
WilmingtonHQ

Advisors at this firm

3 advisors in the directory

Regulatory & compliance

CRD number
#325788
SEC Number
801-132804
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Other

Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ih2 Advisors & Company has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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