Portfolio Management

Choosing Intrinsic Wealth Management brings you the experience of an independent registered financial advisor and fiduciary to help you invest with confidence. Our investment management process operates within an open architecture investment platform composed of:

  • Individual securities–equities, real estate investment trusts
  • Exchange Traded Funds (ETFs)
  • Mutual funds, closed-end funds
  • Corporate bonds and municipal bonds

Greater Transparency

With today’s technology the individual investor can gain greater transparency and control over their finances. Our clients maintain their account at a third party custodian Fidelity, receive quarterly performance reports through the aggregation software Albridge, and expect semi annual reviews of their financial plans using Money Guide Pro.
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