ISTO ADVISORS, LLC

Overview

Isto Advisors, LLC is an independent registered investment adviser that combines discretionary portfolio management and financial planning with a role as a capital allocator to third‑party alternative managers. The firm runs a traditional advisory practice for individuals, families and institutions while also offering selection-of-other-advisers services and pension consulting as part of its service mix. Itu’s business model includes insurance brokerage and fee arrangements that can be percentage-of-AUM, hourly or fixed fees, giving flexibility in how clients are billed. Investment activity is concentrated in pooled public products but the firm explicitly allocates to private-market and alternative strategies through external managers. Isto does not present itself as an active ESG investor. As a capital allocator, the firm sources and places client capital into private equity, hedge funds, real estate vehicles and other third‑party alternative funds in addition to using traditional public market instruments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices