A complete list of active advisors currently associated with Intelligent Capital Management LLC

Warmer can help you find a great advisor at Intelligent Capital Management LLC or one who fits your needs even better.

Intelligent Capital Management provides discretionary investment management to individuals, corporate accounts, retirement accounts, trusts, and high-net-worth clients using model portfolios composed of diversified ETFs and no-load mutual funds. The firm does not offer specialized financial planning or tax advice but is willing to coordinate with clients’ other professionals. The firm’s investment approach emphasizes long-term, tax-conscious, low-turnover model portfolios with client-approved equity/fixed-income allocations that range from 10%/90% to 90%/10%. Portfolios are diversified across U.S. and international equities, bond funds (including inflation-protected bonds), REITs, commodities, and emerging markets; clients are interviewed to determine risk tolerance, accounts are managed on a discretionary basis, and rebalancing and periodic reviews are performed. Noteworthy features include a relatively small, concentrated client base (about 25 clients and roughly $5.4 million in discretionary assets), which the firm cites as supporting direct accessibility and individualized account maintenance. The advisor operates on a fee-only basis (no commissions or performance-based fees), uses TradePMR/First Clearing as custodian/broker-delivery partners, sends trade confirmations by email the day after trades, and provides monthly custodial statements; management also brings prior experience as an insurance agency owner and as a registered representative (Series 6/63).

To learn more about the advisors currently working at Intelligent Capital Management LLC, 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.