INTELLIGENT INVESTING

Overview

Intelligent Investing operates as a sole-proprietorship independent registered investment adviser serving individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees, and its filings indicate advisory work delivered on a largely non-discretionary basis—meaning clients typically retain trading authority while the firm provides guidance and implementation recommendations. Investment activity leans toward conventional pooled products for core exposure (mutual funds and corporate debt) combined with explicit allocations to alternative assets. The adviser does not identify as an active ESG investor, is not designated as a multi-state adviser, and does not operate as a capital allocator; instead, it sources alternative exposure through third-party managers and external funds. Business practice appears oriented around client-directed solutions and fee-for-service planning rather than institution-style discretionary portfolio management.

Assets & Accounts

Investments & Alternatives

Location & Offices