Intelligent Investing was started based on the idea that we all have a purpose in life and have been given money to help accomplish this purpose while building relationships along the way. Every phase of life has its own unique set of financial stresses. Intelligent Investing minimizes your financial stress so you can maximize your life. Fee-Only RIA
Intelligent Investing is a fee-only registered
investment adviser (RIA) who has a fiduciary duty to every client. Fee-only means we don’t sell any products and are paid based on the assets that we steward. This removes conflicts of interest and places us on the same side of the table as you. We place ourselves in your shoes for every decision we make. Intelligent Investing believes our clients should be the center of all we do. We want to provide the best client experience in every interaction, which is why our Core Values focus on each CLIENT. Truth. Three Pillars of Financial Thought
1. Traditional finance
2. Behavioral finance
3. Values-based finance. These three pillars are the foundation of every thought that goes into our research, portfolio decisions, and client communications. Importance of Behavioral Coaching
Finally, Intelligent Investing believes that behavioral coaching is one of the most under-appreciated, yet most valuable things an advisor can provide clients. We believe that by investing prudently, controlling our emotions, and coaching you to control your emotions, we may provide a smoother path as we travel together on this journey called life. Consider joining us and making us your financial accountability partner. We’re here to minimize the financial stress in your life, so you can build stronger, deeper relationships with family and friends, fulfill your life’s mission, and live happily ever after.
