A complete list of active advisors currently associated with Intelligent Investments
Warmer can help you find a great advisor at Intelligent Investments or one who fits your needs even better.
Intelligent Investments advises individuals (including high‑net‑worth clients), trusts, estates, and business entities with comprehensive portfolio management and financial planning or consulting on a case‑by‑case basis. The firm structures portfolios using individual stocks and bonds, ETFs, mutual funds, options and other public or private securities and maintains custody relationships through Charles Schwab. The firm provides individualized, non‑discretionary portfolio management, meeting with clients to determine goals and reviewing accounts at least annually (quarterly for certain accounts), while generally investing client cash in conservative instruments such as money market funds and FDIC‑insured deposits. Its methods of analysis include fundamental, technical, cyclical and charting techniques and it employs a range of strategies from long‑term holdings to trading, margin and options, with clients able to impose reasonable investment restrictions. What is distinctive is the principal’s multi‑role background: the managing member is a licensed attorney who spends about one‑third of his time on legal work and is also a licensed insurance agent (approximately 5% of time), both of which the firm discloses and addresses as potential conflicts. The firm also reports all $14.6 million in assets as non‑discretionary, does not accept proxy‑voting or discretionary authority, and the principal’s adjunct teaching experience combined with access to Charles Schwab’s educational resources suggests the firm has experience delivering educational content or workshops in addition to advisory services.
To learn more about the advisors currently working at Intelligent Investments, 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.
Name |
Location |
Years of experience |
|---|---|---|
Sioux Falls, SD
| 18
|
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