A complete list of active advisors currently associated with Intelligent Investing

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

The firm provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit sharing plans, and charitable organizations. The firm's principal also offers accounting services and maintains a referral relationship with a CPA practice, which may augment its financial planning and tax-related advice. Advice is delivered primarily on a non-discretionary basis, with clients receiving a written Investment Policy Statement and discretionary trading only when specifically authorized in writing. The firm applies multiple analytical methods — including charting, fundamental, quantitative, technical, and modern portfolio theory — and generally limits recommendations to mutual funds, equities, fixed income, ETFs, private placements, and venture capital funds. Noteworthy aspects relative to peers include reporting $118.5 million in regulatory assets as entirely non-discretionary (with no discretionary AUM), the firm’s active accounting affiliation and occasional direct provision of accounting services, and an explicit focus on serving charitable organizations and pension plan clients. The firm discloses use of a major custodian for client assets, does not accept commissions for product sales, and limits custody to fee deduction authority.

To learn more about the advisors currently working at Intelligent Investing, 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.