Intentional

Overview

Intentional is an independent registered investment adviser organized as a limited liability company that registered with the SEC in 2022. The firm acts as a capital allocator for both individuals and families as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and client education through publications and seminars. In addition to advisory work, the firm maintains broker-dealer registered representative and insurance broker activities and charges fees based on a percentage of AUM and on an hourly basis. The firm does not identify itself as an active ESG investor. Intentional combines discretionary portfolio management with third-party allocations and offers fee arrangements that accommodate project-level engagement as well as ongoing asset-based relationships.

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Location & Offices