Summerland Key, FL Office

Intelligence Driven Advisers, LLC (IDA) is an SEC‑registered multi‑team advisory firm that manages roughly $882 million for a mix of individual and institutional clients, including retirement plans, trusts, estates, and Native American sovereign entities. The firm offers financial planning, discretionary investment management through model “IDA Strategies” and custom accounts, retirement plan solutions (3(21)/3(38)), consulting, and held‑away account management and robo‑adviser implementations.

IDA’s investment process is overseen by an Investment Committee that constructs model portfolios using primarily low‑cost institutional mutual funds and ETFs, with risk management and fundamental analysis central to portfolio construction; the firm may also deploy alternatives, Private Funds, options strategies, and margin when appropriate. Accounts are monitored on an ongoing basis, and IDA provides coordinated planning that may involve tax and legal professionals as well as third‑party platforms (e.g., Pontera for held‑away assets and Betterment recommendations).

What distinguishes IDA from many peers is its range of affiliated and sponsor activities: it is the adviser to the IDA Private Access Fund (ONEFX) and has had involvement with private real estate vehicles via an affiliated sponsor, operates an affiliated insurance agency (Intelligence Driven Insurance Solutions) whose agents receive commissions and discloses receipt of commissions from Halo Investing for certain variable annuity consulting, and wholly owns an accounting/tax affiliate (IDA Tax, LLC). The firm also participates in administrative programs such as the PenChecks automatic rollover service and discloses modeled or hypothetical performance for its strategies and conflicts related to affiliated products in its Form ADV.