Let Us Help You. Be. Intrepid.

A Comprehensive Approach to
Wealth Management

We believe in active portfolio management to help create high quality portfolios for our clients. Combining our analytic tools and research along with those of Raymond James, we develop forward-looking risk, return and correlation assumptions for different asset classes.

When developing our clients’ unique plans, we take the following key steps:

Analyze Current Financial Situation

Before we begin diversifying and managing your portfolio, we take the time to get to know you, your financial situation and investment experience. This focus on your history and needs helps us capture a general understanding of your time horizons, risk tolerance and any risk aversions you may have.

Once we learn as much as we can about your total financial situation, we perform an initial analysis for you. This uncovers and identifies possible weak areas in your current portfolio, which we can help improve on.

Identify Appropriate Portfolio Managers

Hand-Selecting Managers:

  • We only choose portfolio managers we deem "best-of-breed.”
  • Those employed must add value based on our stringent, quantitative and qualitative requirements.

Managing Risk:

  • We use a variety of asset classes.
  • Key investment types have little or no correlation to each other – and respond differently to various market developments.
  • When properly allocated, a group of investments may help mitigate risk and maximize return throughout various market environments.

Remaining Style-Neutral:

  • We are not committed to investing in small-cap stocks, value investing or any single-investment philosophy.
  • Our approach is similar to many universities and pension funds – we use broad diversification* to potentially generate higher returns while helping to minimize risk exposure.
  • Portfolios are constructed using globally diversified investments.

*Asset allocation and diversification do not ensure a profit or guarantee against a loss.

International investing involves special risks, including currency fluctuations, different financial accounting standards, and possible political and economic volatility.

Implement and Continually Manage Portfolios

We have designed a rigorous investment discipline to identify funds and portfolio managers. Our focus is on selecting only top funds and managers best positioned to outperform on a risk-adjusted basis.

Once the appropriate asset allocation model has been selected and investments have been implemented, we will continue to monitor the portfolio and evaluate managers. We periodically meet with clients to discuss changes in the markets, the economy, our outlook – or in our clients’ lives or goals. Systematic communication points and updates ensure our clients’ investments remain aligned with their goals and objectives.

Investing involves risk and you may incur a profit or a loss. There is no assurance that any investment strategy will be successful.

After we build customized asset allocations, we constantly monitor our clients’ portfolios and rebalance according to each relationship.

Greenwich   |   New York
115 East Putnam Avenue, 3rd Floor | Greenwich, Connecticut 06830 | Phone: 203.742.0600 | Fax: 212.818.1115 | Map and Directions
570 Lexington Avenue, Suite 1600 | New York, New York 10022 | Phone: 203.742.0600 | Fax: 212.818.1115 | Map and Directions
Latitude One, 175 Southwest 7th Street, Suite 1900 | Miami, Florida 33130 | Phone: 305.529.6287 | Fax: 786.837.0465 | Map and Directions
Intrepid Financial Services
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC