doctors

HENRY is an acronym that stands for High Earner Not Rich Yet. HENRYs are young professionals who have a high salary but don’t have time to manage investments. You finished paying off student loans and are beginning to accumulate a nest egg. You may have a young family and are becoming an expert in your professional field. People make money many ways, but often don’t know what to do with it after they’ve made it. As you accumulate your wealth, you doubt whether you are maximizing your investment portfolio, or perhaps you aren’t sure how it ties to your financial goals. You may struggle with knowing who to turn to for unbiased and trustworthy help.

How we work with HENRYs

Sometimes young professionals partner with an inexperienced or wrong advisor. Perhaps you use a buddy you went to school with who took a 40 hour class on “financial planning” when in reality, your former roommate just learned how to sell a certain financial product. Be sure to check his or her credentials. Because we are a fee-only independent fiduciary firm, we must do what is best for you at all times and strive to put you into a portfolio that matches your willingness to take on risk. Intelligent Investing does not sell any financial products such as insurance or annuities. We want your portfolio to grow–since our management fee is tied directly to the investments we manage.  As your fiduciary partner, we provide a human relationship and accountability.

How We Leverage Financial Technology

Sometimes we fool ourselves into thinking we can just “Google” our financial or investment questions. Unfortunately, it’s rarely that easy. Market conditions and economic forecasts change constantly. At Intelligent Investing, we listen to your individual circumstances, personal family history, investment experience, biases, and your goals. Technology can beat humans at computations, but we also believe it is best to receive wisdom from a human who understands investor behavior and who leverages integrated technologies. If you are a fan of Mint.com or other online budgeting tools, then we think you’ll like how we’ve integrated your outside accounts and your investments in realtime. Your online portal can provide you with a real-time snapshot and feedback of your finances. You can get alerts to know if you are approaching your Starbuck’s budget goal. Intelligent Investing integrates a number of financial technologies to improve your investing behavior while providing you with an efficient experience.

We’d Love to Work with You

We work with HENRYs who have at least $100,000 in investable assets. We understand your time is valuable and trusted delegation is rare. You may want to consider an accountability partner to monitor your investments and risk. Or, you may feel it is time to delegate your investment decisions, so you can spend more time with family or doing the things you love. Either way, we’d love to serve you and your family. Schedule a short discovery call or meeting