INTELLIGENT INVESTMENTS

Overview

Intelligent Investments operates as an independent RIA structured as a limited liability company serving individuals and families, with an owner-managed setup. The firm blends financial planning and portfolio management for individuals and small businesses with complementary services tied to its insurance broker and law firm activities. Fee arrangements are flexible—percentage of AUM, hourly charges and fixed fees are all used—consistent with a firm that provides ongoing advice plus ad hoc planning or workshop engagements. The adviser does not position itself as an ESG-focused manager, is not registered as a multi-state adviser, and is not a capital allocator or pension consultant. Investment activity centers on equity exposure, with a clear preference for exchange-traded instruments. Because the registered assets are entirely non-discretionary, Intelligent Investments generally provides recommendations and planning while leaving trade execution authority with clients or requiring client approval before implementing portfolio changes. That structure aligns with a practice that emphasizes financial planning and education alongside portfolio advice, rather than a full discretionary investment-management model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices