A complete list of active advisors currently associated with INTELLICENTS INVESTMENT SOLUTIONS INC
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Intellicents Investment Solutions Inc. serves retirement plan sponsors, third‑party administrators and HSA/VEBA account sponsors, as well as individual clients, charitable institutions, foundations and municipalities. Its services include ERISA 3(21) and 3(38) retirement plan consulting, HSA consulting, sub‑advisory arrangements, individual wealth management, and the intellivest™ wrap fee program. Investment oversight is led by a Chief Investment Officer who is a CFA and emphasizes long‑term, buy‑and‑hold strategies with periodic rebalancing, quarterly monitoring, and use of mutual funds, ETFs and collective investment trusts. For individual clients the firm provides discretionary and non‑discretionary options, may engage unaffiliated sub‑advisers to manage portions of portfolios, and uses custodian‑provided digital platforms together with participant and client education. Noteworthy aspects include its scale—about $9.92 billion in AUM and a multi‑office, 54‑advisor enterprise—and its integration with a group of affiliated benefits and insurance companies that jointly offer plan design and employee benefit services. The brochure also discloses an operational mix that is less common for peers: some representatives are registered with Mutual Securities, Inc. and may receive brokerage commissions, the firm operates a wrap program, and it distributes or receives periodicals/newsletters through custodial relationships.
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