INTUITIVO LLC

Overview

Intuitivo LLC is an independent, owner-led registered investment adviser that emphasizes equities-based portfolio management and financial planning for individuals, families and smaller institutions. The firm acts as a capital allocator, sourcing and overseeing third-party managers where appropriate and offering selection-of-advisers services alongside direct portfolio management. Fee arrangements are flexible—percentage of AUM, hourly and fixed-fee engagements are all in use—making the firm convenient for both ongoing advisory relationships and project-based planning work. The adviser also runs educational seminars and workshops as part of its client outreach. Investment posture tilts toward public equities as the primary building block for client portfolios; the firm is not identified as an active ESG investor. Intuitivo provides both discretionary and non-discretionary management and positions itself to serve clients who require hands-on financial planning paired with manager selection and implementation capabilities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices