- Not dependent upon any one opinion or idea
- Not subject to control by others
- Showing a desire for freedom
At Intelligent Investing, we believe in the importance of independence. Independent bookstores and independent coffee shops have a different feel from a Barnes and Noble and Starbucks. Independent RIA’s have a different feel from big-name investment firms. We are locally owned and operated, and feel this keeps us close to those we serve.
Not being controlled by one line of thought dictated from corporate headquarters gives us freedom. Freedom to work for you and with you. Intelligent Investing can take the best thoughts from fund families such as Vanguard, JPMorgan, PIMCO, Goldman Sach’s and others, and bounce our independent ideas off of each of these firms and their experts to come up with unbiased thoughts, ideas, investments, and portfolio models.
We believe our independence allows us the flexibility to be nimble and offer a world-class and personalized experience to each client.
To learn more, click here to read our story.