InTrack Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
InTrack Investment Management works with individuals and families (including high‑net‑worth clients), trusts, nonprofit organizations and foundations, participant‑directed retirement plans, and municipal organizations. The firm offers discretionary portfolio management, integrated financial planning and consulting services, and assistance with complex trust and concentrated‑position situations.
Advisers employ a team‑based process led by a standing investment committee to build customized portfolios, emphasizing asset allocation informed by macroeconomic views, sector research, and tax considerations. InTrack integrates financial‑planning software (eMoney) and a held‑away account management platform (Pontera) into its workflow and typically manages client accounts on a discretionary basis.
What is distinctive about the firm is its explicit work with municipal organizations — a client type that is relatively uncommon among similar team firms — and its operational use of the Pontera platform to manage held‑away accounts, where fees for those accounts are allocated to taxable accounts when direct debiting is not possible. Although a small subset of peers employ performance‑based fee arrangements, InTrack’s brochure states the firm does not charge performance‑based fees and operates as a fee‑only adviser.
Client services
Expertise
Fee options
Flat annual fee for access to eMoney software for financial planning clients
$0 - $3,000,000: 1.0% $3,000,000.01 - $5,000,000: 0.85% $5,000,000.01 - $7,500,000: 0.75% $7,500,000.01+: 0.50%
Negotiable hourly rate for complex or standalone financial planning
Account minimum: $500,000 Fee-only: Investment management fees; financial planning fees may be charged hourly or waived; consulting fees vary per agreement
Main office
1233 Shelburne Road, Suite D 6 B
South Burlington VT 05403
Advisors at this office
4
Most active in
California · Maine · Massachusetts · New Hampshire · New Jersey · New York · Texas · Vermont
Also doing business as
Intrack Investment Management, Inc. · Sopher Investment Management Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Brett P
CFA®
South Burlington, VT
InTrack Investment Management, Inc.
Brett Peltzer is a CFA® charterholder with 21 years of industry experience. He has been with InTrack Investment Management, Inc. since 2015 and also leads Peltzer Capital Management LLC. InTrack Investment Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, non-profits, municipal organizations, and corporations. The firm employs a team-based investment process focused on strategic asset allocation and individualized portfolio construction, integrating financial planning and held-away account management through third-party platforms.
Matthew J
CFA®
South Burlington, VT
InTrack Investment Management, Inc.
Matthew Johnson is a CFA® charterholder with 19 years of industry experience. He has worked at Sopher Investment Management, Inc. since 2007. Johnson is based in South Burlington, Vermont, and is part of a five-advisor team at InTrack Investment Management, Inc. InTrack Investment Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, non-profits, foundations, municipal organizations, corporations, and participant-directed retirement plans. The firm uses a team-based investment process focused on strategic asset allocation and individualized portfolio construction, integrating financial planning with discretionary portfolio management.
Matthew S
Series 65
South Burlington, VT
InTrack Investment Management, Inc.
Matthew Sopher is a financial advisor at InTrack Investment Management, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Mercer A. Marsh McLennan Business and The Guardian Life Insurance Company of America. InTrack Investment Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, non-profits, municipal organizations, and corporations. The firm employs a team-based investment approach emphasizing strategic asset allocation and integrated financial planning.
Myron S
Series 65
South Burlington, VT
InTrack Investment Management, Inc.
Myron Sopher is a financial advisor at InTrack Investment Management, Inc. with 31 years of industry experience. He holds a Series 65 designation and has been with InTrack since 2015. InTrack Investment Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, non-profits, municipal organizations, and corporations. The firm uses a team-based investment process focused on strategic asset allocation and individualized portfolio construction, integrating financial planning with portfolio management.
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