A complete list of active advisors currently associated with InTrack Investment Management, Inc.

Warmer can help you find a great advisor at InTrack Investment Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at InTrack Investment Management, Inc., 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.