Intelligent Investments

Overview

Intelligent Investments is an independent, owner-operated RIA organized as a limited liability company that serves individual and family clients. The firm offers a mix of fee arrangements — percentage of assets under management, hourly fees, and fixed fees — and combines advisory work with related business activities in insurance brokerage and legal services. Its advisory services emphasize comprehensive financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm does not identify as an active ESG investor and does not position itself as a multi-state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices