A complete list of active advisors currently associated with Ingeniq Capital
Warmer can help you find a great advisor at Ingeniq Capital or one who fits your needs even better.
Ingeniq Capital provides comprehensive financial planning, discretionary investment management and ongoing advisory services to individuals, families, trusts and estates, as well as business owners and charitable organizations. The firm also offers limited tax-preparation services, financial consulting projects, and educational seminars and workshops as part of its service menu. The adviser follows a fiduciary duty and uses a Modern Portfolio Theory framework, emphasizing passive implementation with low‑cost index mutual funds and ETFs and tailoring asset allocation to each client’s risk tolerance and time horizon. Investment management engagements typically begin with an initial financial plan and investment policy, and the firm bundles planning with ongoing advisory or AUM services (with certain tax-preparation services included above specified thresholds). Compared with many solo independent advisers, Ingeniq explicitly addresses employer- and business-related needs—offering small-business retirement-plan analysis, payroll and entity-formation assistance, and coordination with legal and tax professionals as part of its financial consulting work. It also provides educational programming to clients (currently at no additional charge with plans for fee-based offerings) and describes hands-on services like remote account setup and targeted project work that are less common for firms of its size.
To learn more about the advisors currently working at Ingeniq Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bedford, MA
| 2
|
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