A complete list of active advisors currently associated with Intelligent Investment Management,Llp

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Intelligent Investment Management, LLP provides fee-only investment management and related financial planning to individuals, high-net-worth clients, families, trusts, estates, charitable organizations and small businesses. The firm manages discretionary portfolios and uses written client profiles and, when appropriate, an Investment Policy Statement to document goals, risk tolerance and any client-imposed restrictions. The firm emphasizes a long-term, broadly diversified strategic asset-allocation approach that separates equity growth and income cushions, combining domestic equity, alternative equity (including energy and real estate) and laddered fixed-income instruments and CDs. Tactical adjustments and periodic rebalancing are used as market conditions dictate, and the firm states it does not rely on artificial intelligence for investment decisions and generally excludes direct cryptocurrency allocations from standard retirement-focused portfolios. Noteworthy for a firm of its size, Intelligent Investment Management provides quarterly performance reports to clients and publishes its Form ADV brochure and material-change summaries on its website, encouraging clients to compare custodian statements with the firm’s reports. The firm also documents recent steps to strengthen compliance and security practices through a third‑party compliance consultant and regular third‑party cyber-security reviews.

To learn more about the advisors currently working at Intelligent Investment Management,Llp, 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.