Intent Investment Management

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United States
San Francisco, CA
Intent Investment Management

Investment boutique advising businesses, families, and individuals on their diverse financial needs.

01/27/2023

For more on creating generational wealth, check out our most recent blog post written by Justin Wollman, “Quality Investment Advice: Greater Savings with Less Effort” - link in bio.

11/02/2022

Don’t glue yourself to the latest financial news - follow a risk-appropriate asset allocation strategy.

Don’t try to time the market - try consistently contributing into a well-diversified portfolio.

Don’t concern yourself with short-term fluctuations - keep a long-term perspective and only check your account balance quarterly.

We often respond to short-term volatility in a way that negatively impacts our long-term goals - it is hard to not want to get out of the market when all the news headlines read doomsday scenarios. But history has shown that a solid asset allocation and consistent contributions is a winning strategy in the long-term.

Let us help you with an asset allocation tailored to your unique objectives - set up an intro meeting (link in bio).

10/13/2022

Send us a DM to get set up before the deadline.

10/11/2022

The holistic advisory process between Amoretti Advisors and Intent Investment Management was created to enrich the lives of business owners by:

* Saving time: no administrative burden
* Keeping money: pay the lowest taxes
* Creating wealth: grow savings with compound interest

We help in the following areas:

* Business Formation & Compliance: form appropriate entity for tax efficiency
* Tax Planning & Implementation: ensure elements work together to pay lowest taxes
* Accounting & Finance: make well-informed decisions to optimize growth
* Business & Personal Financial Planning: allocate resources efficiently to reach life’s milestones
* Objective-Based Investing: unique investment strategy for each objective
* Workplace Retirement Plans: utilize tax-advantaged investment accounts

Send us a DM to learn more about how we can help.

10/06/2022

We are seeking a qualified individual for a part-time, remote and/or in-person sales position. This position has the potential to transition into a full-time role with full health and retirement benefits. This would be ideal for a hungry individual looking for supplemental income and to get their foot in the door in the financial services industry.

Click link in bio for full description and how to apply.

09/28/2022

Trying to figure out the markets in 2022?

Periods like this can feel confusing and scary, but it is more important now than ever to keep a long-term perspective by sticking to an appropriate strategic asset allocation and continuing to contribute to investment accounts.

With this much pessimism in the market, it is hard not to want to take cash and run. By keeping emotions in check - we will all thank ourselves on the other side.

Still feeling nervous? Book an introduction meeting for strategies customized to the life you want to live.

🎨 image credit: Justin’s 15-month old daughter

09/26/2022

Time + consistent monthly contributions + appropriate asset allocation = increase probability of creating passive income later in life.

For calculations and investment recommendations specific to the life you want to live - book an intro meeting through www.intent.finance.

09/09/2022

We post a lot of theory, so we wanted to illustrate an application of our investment process for an actual client.

This is a custom retirement allocation for a 28 year old self-employed individual. Through our comprehensive risk assessment we were able to determine that a 100% allocation to our Diversified Global Equity portfolio was appropriate.

As you can see, we mange risk by sub-asset class - a larger percentage is allocated to sub-asset classes with lower relative risk, like US Large Cap Stocks, and a smaller percentage allocated to sub-asset classes with higher relative risk, like Clean Energy and Private Equity. This allows us to prioritize growth over the client’s long investment horizon, while managing risk.

If you would like to see a personalized proposal, please reach out and book an intro discussion.

08/30/2022

Because for them to profit, someone has to sell low.

How do we stick it to Wall Street?

One way - do nothing and let the market recover.

Better way - buy more while its low.

08/24/2022

Let’s get to know each other better - schedule an intro meeting through the link in bio.

08/17/2022

It should be that simple. Our objective-based approach brings us back to what matters by measuring performance as a function of progress towards objectives.

🥅 OBJECTIVE: Identify purpose and associated financial objectives
📍 LOCATION: Select the correct type of account for each financial objective
💰 CONTRIBUTION: Forecast deposit rate to reach each financial objective
🔬 INVESTMENTS: Select the most appropriate asset allocation for each location

For specific advice tailored to the life you want to live - book an initial consult.

Address

575 Market Street, 4th Floor
San Francisco, CA
94105

Telephone

+14157172661

Website

http://www.intent.finance/

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