A complete list of active advisors currently associated with Intentional Asset Management

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Intentional Asset Management develops thematic equity model portfolios and provides non-discretionary portfolio construction and advisory services for individuals, institutions, and other advisory firms. The firm designs model portfolios aligned with impact objectives and also distributes those models to third‑party advisers and platforms; as of the brochure date it had not yet commenced client advisory services and reported zero assets under management. The firm’s investment approach begins with a top‑down review of long‑term structural trends tied to impact themes (for example, water security, energy resilience, climate action, and the circular economy) and combines quantitative portfolio optimization with fundamental company analysis. Model portfolios typically hold 20–40 U.S.-listed equities and incorporate third‑party ESG data as a supporting input; all recommendations are implemented only with client approval under the firm’s non‑discretionary framework. Notable operational features include an offering of no‑charge educational seminars and workshops on sustainability and ESG topics for clients, prospective clients, and students, and an explicit distribution arrangement with a third‑party platform (Freedom Advisors) to deliver models and provide account performance reporting. The firm is a wholly owned subsidiary of a management‑consulting entity and signals plans to expand its product set (including future private equity funds), which may shape how it works with other advisers and institutional channels.

To learn more about the advisors currently working at Intentional Asset Management, 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.