At Intelligent Investing, we take a personalized approach to wealth management, centering our philosophy around you. We go beyond the basics, delving deep into your life, family dynamics, aspirations, and dreams. Meaningful conversations form the foundation for understanding who you are and what you aim to achieve. Only then do we embark on crafting a portfolio tailored to propel you closer to realizing your dreams.
As the founder of Intelligent Investing is a CFA charterholder, Intelligent Investing adheres to the time-tested principles of the CFA Institute. Our name, Intelligent Investing, is inspired by Benjamin Graham, a key figure in launching the CFA Institute and author of “The Intelligent Investor.”
Our philosophy centers on understanding your goals—needs, wants, and wishes—prioritizing what matters most to you. Risk is comprehensively assessed, considering willingness, ability, need, and portfolio risk, which are detailed on our risk management page.
Regular portfolio monitoring ensures alignment with predefined expectations, providing peace of mind to our clients. Specializing in high-net-worth individuals, we emphasize tax reduction through strategies like tax location and loss harvesting. Rejecting a one-size-fits-all approach, our white-glove wealth management services offer a personalized experience. Contact us for a complimentary portfolio review to uncover potential misalignments with your risk expectations.
Guiding Wealth Management Philosophy
- Faith in the Future: We embrace optimism as the only realism, maintaining a positive outlook even during challenging times.
- Patience: We view patience as the decision not to act hastily, allowing investment themes and strategies to unfold organically.
- Discipline: Our commitment to discipline ensures consistent, well-informed choices that stand the test of time.
Wealth Management Portfolio Practices
- Asset Allocation: We meticulously design a long-term mix of stocks, bonds, and cash to maximize returns while minimizing risk.
- Tax Location: We strategically place specific investments in tax-advantaged or taxable accounts to optimize after-tax returns. Tax location strategies aim to minimize tax liabilities by considering the varying tax treatments of different asset classes in different types of investment accounts.
- Diversification: Spreading risk and reward across various factors and asset classes is fundamental to our strategy.
- Rebalancing: Regularly adjusting the portfolio maintains the target diversification, counteracting common investor pitfalls.
Wealth Management Services We Offer
At Intelligent Investing, we strive to provide a comprehensive approach to wealth management. In this pursuit, we offer a range of wealth management services including:
- Business Succession & Exit Planning
- Charitable Giving Planning
- Estate Planning
- Held-Away Asset Management
- Retirement Planning
- Risk Management
- Social Security Planning
- Sudden Wealth Planning & Widowhood Planning
- Tax Planning
Exceptional Wealth Management is What Intelligent Investing is About
Embark on your wealth management journey with Intelligent Investing, where our commitment to understanding your unique needs, timeless principles, and integrated approach ensures a personalized, optimistic, and disciplined strategy for financial success. Consider a complimentary portfolio review to uncover potential misalignments with your risk expectations.
