A complete list of active advisors currently associated with Intentional

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

Intentional provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, and also works with businesses and institutions on retirement plan (pension) consulting. The firm offers ongoing portfolio management, written financial plans, and tailored services that include analysis of clients’ current holdings and periodic plan updates. The firm’s investment process combines fundamental, technical, and economic analysis to inform both long- and short-term trading and strategic asset allocation, with regular reviews of performance and portfolio exposures. Intentional also performs initial and ongoing due diligence and monitoring of alternative and private investments for qualified investors, including manager calls and review of offering materials to assess how those investments interact with traditionally managed portfolios. Distinctive elements noted in the brochure include the firm’s pension consulting practice for small employers and the fact that some supervised persons engage in insurance and other outside product sales and may receive outside compensation, which the firm discloses and monitors as potential conflicts. The firm also relies on custodial relationships that provided transition support at launch, uses soft-dollar research arrangements, and has added formal due diligence services for alternative investments—features that are less common among firms of comparable size.

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