"Keep Ithaka always in your mind.
Arriving there is what you are destined for.
But do not hurry the journey at all.
Better if it lasts for years,
So you are old by the time you reach the island,
Wealthy with all you have gained on the way."
- Ithaka, C.P. Cavafy
Form CRS is a two-page, plain-English summary of our services and relationship.
Ithaka's ADV Part 2A includes information about the types of advisory services offered, fee schedule, investment advisory business, ownership, clients, employees, business practices, affiliations, and any disciplinary events.
Ithaka's Proxy Voting policy and Fiduciary Responsibility
Ithaka's Environmental, Social and Corporate Governance policy