A complete list of active advisors currently associated with INTI LLC
Warmer can help you find a great advisor at INTI LLC or one who fits your needs even better.
INTI LLC provides ongoing portfolio management and investment advisory services to individual and high‑net‑worth clients, tailoring Investment Policy Statements to each client’s goals, tax situation, time horizon, and documented risk tolerance. The firm generally manages accounts on a discretionary basis and conducts regular portfolio monitoring and reporting. INTI’s investment approach blends fundamental analysis, modern portfolio theory, and technical analysis, and it pursues both long‑term and short‑term trading where appropriate. The firm’s investable universe includes mutual funds, fixed income, real estate funds/REITs, ETFs (including precious metal ETFs), non‑U.S. securities, commodities, venture capital funds, private placements, and options and margin strategies. Distinctive features include a relatively significant non‑U.S. client base and an explicit incorporation of non‑U.S. securities into its strategies, a configuration that is uncommon among similarly sized peers. INTI also makes use of higher‑risk instruments such as margin, options (including uncovered strategies), private placements and venture capital funds, and it maintains no stated account minimum, which may set it apart from many supported advisers.
To learn more about the advisors currently working at INTI LLC, 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 |
|---|---|---|
Ypsilanti, MI
| 3
| |
Ypsilanti, MI
| 2
|
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